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Capital Preservation Portfolios

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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 3.8% 8.16% 9.07% 9.59%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Moderate 1.84% 5.45% 10.65% 11.96%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Aggressive 0.95% 3.39% 11.38% 13.38%
Returns greater than 1 year have been annualized.

Your chosen portfolio can be further customised by changing the default mutual funds or weight allocated to each fund, to help you manage risk and return in a way that makes you most comfortable.