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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 8.79% 7.52% 8.07% 8.23%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Moderate 14.93% 5.75% 7.67% 8.6%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Aggressive 18.48% 4.81% 7.3% 8.69%
Returns greater than 1 year have been annualized.