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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 6.16% 8.44% 8.57% 8.44%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Moderate 12.15% 10.86% 9.56% 10.09%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Aggressive 15.51% 12.0% 9.78% 10.98%
Returns greater than 1 year have been annualized.