Assets › indian-equity
HDFC BSE Sensex Index — direct growth
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 13.0%
Annualised volatility 14.0%
Sleeve indian-equity
Historical CAGR — trailing (not forward estimates)
| 10Y |
|---|
| 13.0% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (13.0%) is used for optimization.
Risk notes
RIGOROUS PASSIVE BALLAST. Framework mandate: ~75% of active large-caps LAG benchmark post-2018 SEBI reclass -> passive only for large-cap. Sensex-30 > Nifty-50 (tighter concentration, bigger-profit-pool bluechips). Index FUND not ETF (no bid-ask/STT/demat drag). ER 0.20%, tracking error ~0.04-0.10%, ~₹8.5k cr AUM (healthy). Cheapest reliable large-cap exposure.
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