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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