portfolio-lab.oriz.in Rf = 6.8% · G-Sec 10Y as of 2026-08-03

Assets › indian-equity

Parag Parikh Flexi Cap (PPFAS) — direct growth

Clears the 12% forward-return floor — eligible for optimizer by default.

Fwd expected return 13.0%
Annualised volatility 15.0%
Sleeve indian-equity

Historical CAGR — trailing (not forward estimates)

3Y 5Y 10Y
15.1% 14.6% 17.9%

Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (13.0%) is used for optimization.

Risk notes

RIGOROUS CORE PICK. 10Y ~17.9%, ER 0.53% (below category avg), record since 2013. Holds cash (~25% at times) + REITs + some foreign — valuation-anchored, genuinely low-churn, best-in-class AMC governance (Rajeev Thakkar unitholder letters). Downside buffer matters on a loan. Watch: ~₹1.4L cr AUM + rising large-cap tilt — if it drifts to closet-index, switch to Sensex index.

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