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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 16.5% 22.69% 16.7% 10.72%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Moderate 18.02% 22.87% 15.5% 11.67%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Aggressive 20.93% 27.68% 15.92% 12.51%
Returns greater than 1 year have been annualized.