Assets › indian-equity
Nippon India Quant Fund — direct growth
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 14.0%
Annualised volatility 20.0%
Sleeve indian-equity
Historical CAGR — trailing (not forward estimates)
| 3Y | 5Y |
|---|---|
| 16.0% | 16.0% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (14.0%) is used for optimization.
Risk notes
LOW-AUM QUANT from a top-4 AMC (your ask): ~₹111 cr AUM (tiny, unbloated), ER 0.45%, 3Y/5Y ~16%. Systematic factor-driven. Whipsaws when factors go cold — satellite-sized, not core. Better cost + record than ICICI Pru Quant (ER 1.50%) or newer Kotak/SBI Quant.
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