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Wealth Creation Portfolios
Mutual Fund Portfolios
Select Time Horizon
Wealth Creation
A portfolio of mutual funds which invests in equity markets. It is ideal for investors having long term goals like buying a house, early retirement, etc. or simply just accumulating wealth. Due to the inherent volatility of equity markets, investors should ideally have a time horizon of at least 5 to 10 years.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Wealth Creation - Conservative | -3.35% | -0.86% | 14.55% | 13.39% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Wealth Creation - Moderate | -0.67% | 1.24% | 16.84% | 15.96% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Wealth Creation - Aggressive | 1.08% | 2.49% | 17.89% | 17.17% |