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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 | -1.4% | 7.84% | 16.14% | 15.52% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Wealth Creation - Moderate | -3.85% | 5.14% | 16.68% | 18.98% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Wealth Creation - Aggressive | -5.22% | 4.06% | 16.55% | 19.85% |