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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 7.8% 18.19% 17.9% 12.72%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Moderate 7.56% 14.96% 16.74% 13.95%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Aggressive 3.34% 8.73% 15.04% 12.11%
Returns greater than 1 year have been annualized.