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Indian Equity — Mid-cap
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 13.5%
Annualised volatility 20.0%
Sleeve indian-equity
Historical CAGR — trailing (not forward estimates)
| 3Y | 5Y | 10Y |
|---|---|---|
| 17.8% | 15.9% | 15.5% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (13.5%) is used for optimization.
Risk notes
Forward 13-16% pre-tax lifts blended equity above 12%. Carries 40-60% drawdown risk; sized to survive without forced sale. 2 recent flat years.
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