Back
Capital Preservation Portfolios
Mutual Fund Portfolios
Select Time Horizon
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 | 3.7% | 7.81% | 8.58% | 7.44% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Moderate | 4.54% | 7.59% | 10.62% | 10.18% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Aggressive | 5.19% | 7.41% | 11.81% | 11.71% |