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Wealth Creation Portfolios

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Mutual Fund Portfolios
Wealth Creation
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 -11.2% -4.6% 6.59% 7.46%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Moderate -10.39% -4.45% 5.27% 7.96%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Aggressive -10.21% -3.48% 5.19% 8.45%
Returns greater than 1 year have been annualized.