Assets › indian-equity
Indian Equity — Small-cap
Clears the 12% forward-return floor — eligible for optimizer by default.
Fwd expected return 14.0%
Annualised volatility 24.0%
Sleeve indian-equity
Historical CAGR — trailing (not forward estimates)
| 3Y | 5Y | 10Y |
|---|---|---|
| 16.5% | 15.3% | 16.2% |
Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (14.0%) is used for optimization.
Risk notes
Highest forward CAGR after 2 flat years (FY27 earnings-bounce tailwind). Most volatile sleeve — cap exposure for drawdown tolerance. SEBI high risk.
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