Our monthly look at where markets stand, in the numbers that matter. Swipe or click through this month's slides below.

11 to 12% The rough annual pace at which nominal GDP, corporate earnings, and the BSE Sensex have each compounded over the past three decades, a reminder that markets tend to track the real economy over long periods, even when a single year looks noisy. See slide two for the full picture.
This Month's Presentation
Slide 1 of 7. Market Perspectives, September 2026. Be WealthSet Financial Services. Slide 2 of 7. Chart showing the relationship between nominal GDP growth, corporate earnings growth, and BSE Sensex returns from FY93 to FY26, each compounding at roughly 11 to 12 percent a year over the full period. Slide 3 of 7. BSE Sensex level from 1985 to 2026 with major market events marked, showing that volatility has been a constant feature of markets alongside long term growth. Slide 4 of 7. Table showing which market sector led performance each calendar year from 2007 to date, illustrating that sector leadership rotates from year to year. Slide 5 of 7. Table showing which investment factor, such as value, momentum, quality, or low volatility, led performance each calendar year from 2006 to date. Slide 6 of 7. Table of BSE Sensex 5 year rolling returns measured at the end of each month, from 1996 to 2026. Slide 7 of 7. Table of BSE Sensex 5 year rolling earnings per share growth measured at the end of each month, from 1996 to 2026.

Data and charts sourced from MOSL, Bloomberg, MFI Explorer, and internal research by WhiteOak Capital, as credited on each slide. Be WealthSet Financial Services LLP is an AMFI registered Mutual Fund Distributor and not the manufacturer of any scheme referenced above. This is for general investor education only and is not investment advice or an offer for any specific scheme. Past performance may or may not be sustained in future and is not a guarantee of any future returns. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.