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Wealth Creation Portfolios

Mutual Fund Portfolios

Select Time Horizon

Upto 5 Years

5 to 10 Years

More than 10 Years

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	31.75%	24.07%	13.46%	18.18%

Returns greater than 1 year have been annualized.

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Return (%)
Portfolio Name	6 Month	1 Year	3 Year	5 Year
Wealth Creation - Moderate	35.47%	27.59%	11.03%	18.57%

Returns greater than 1 year have been annualized.

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Return (%)
Portfolio Name	6 Month	1 Year	3 Year	5 Year
Wealth Creation - Aggressive	36.45%	26.78%	10.98%	17.62%

Returns greater than 1 year have been annualized.

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Your chosen portfolio can be further customised by changing the default mutual funds or weight allocated to each fund, to help you manage risk and return in a way that makes you most comfortable.