'Expect only 10–12% returns': PPFAS’ Rajeev Thakkar sounds caution for 2026; stays bullish on large caps

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Despite the fund’s robust 19% annualised returns since inception, Rajeev Thakkar says investors should prepare for “low double-digit returns — around 10–12%” going forward, citing structural macroeconomic shifts and the sheer scale of the fund’s assets.