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Capital Preservation Portfolios

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Mutual Fund Portfolios
Capital Preservation
Capital Preservation

A portfolio of mutual funds which pre-dominantly invests in fixed income securities like bonds, treasury bills, etc. with a small exposure to equity. These funds are ideal for investors who want low volatility along with some equity exposure.

Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Conservative 3.09% 5.65% 8.48% 8.37%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Moderate 5.6% 10.84% 12.56% 11.56%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Aggressive 6.91% 14.2% 14.6% 13.11%
Returns greater than 1 year have been annualized.