Assets › indian-equity
Invesco India Smallcap — direct growth
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 15.0%
Annualised volatility 24.0%
Sleeve indian-equity
Historical CAGR — trailing (not forward estimates)
| 3Y | 5Y |
|---|---|
| 30.0% | 32.0% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (15.0%) is used for optimization.
Risk notes
ANTI-BLOAT SMALLCAP SATELLITE. ~₹7,580 cr AUM = nimble (under the ~₹20k cr bloat line per IIM-K 2026 alpha-decay evidence), focused <100-stock book, NOT a 200+ closet index. 5Y ~32%, ER 0.40% (below cat avg). Fund ONLY after emergency buffer (you're on a loan). SEBI high risk; 50-60% drawdowns.
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