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

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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