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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 | -4.21% | 2.03% | 15.12% | 25.89% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Wealth Creation - Moderate | -7.14% | -3.82% | 16.6% | 33.36% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Wealth Creation - Aggressive | -8.46% | -4.72% | 17.38% | 35.64% |