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Indian Equity — Flexi/Multi-cap
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 12.0%
Annualised volatility 16.0%
Sleeve indian-equity
Historical CAGR — trailing (not forward estimates)
| 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|
| 3.6% | 12.3% | 11.9% | 12.7% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (12.0%) is used for optimization.
Risk notes
Core diversified equity. Forward net of ~1.5% ER + ~12.5% LTCG sits ON the 12% line. 10Y track record (12.72%) inflated by 2020-2024 re-rating. Recent 1Y weak (+3.56%). Vol 14-20%; expect 40-60% peak-to-trough drawdown over a full cycle.
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