Assets › indian-equity
Mirae Asset Large & Midcap — direct growth
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 14.5%
Annualised volatility 19.0%
Sleeve indian-equity
Historical CAGR — trailing (not forward estimates)
| 5Y | 10Y |
|---|---|
| 18.0% | 18.0% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (14.5%) is used for optimization.
Risk notes
RIGOROUS ALPHA ENGINE. Best 10Y (~18%) in large&midcap; SEBI-mandated 35% midcap = genuine active alpha, NOT closet index (large-cap-lag warning doesn't apply). ER 0.60% (under 0.66% cap). Runs since 2010. ~₹42.8k cr AUM — large&midcap tolerates scale (bloat rule is smallcap-specific).
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