Let's Chat ?Let's Chat?
Back
Back

Wealth Creation Portfolios

Home
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 19.51% 50.22% 23.48% 22.99%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Moderate 22.65% 60.89% 31.16% 28.44%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Aggressive 20.99% 61.09% 33.0% 30.33%
Returns greater than 1 year have been annualized.