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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 1.32% 5.99% 7.4% 7.53%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Moderate -3.9% 0.73% 6.16% 6.53%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Capital Preservation - Aggressive -6.72% -2.56% 5.3% 5.89%
Returns greater than 1 year have been annualized.