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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 7.68% 3.01% 16.26% 15.71%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Moderate 3.34% -3.92% 16.31% 16.93%
Returns greater than 1 year have been annualized.
Return (%)
Portfolio Name 6 Month 1 Year 3 Year 5 Year
Wealth Creation - Aggressive 1.73% -5.77% 16.55% 16.15%
Returns greater than 1 year have been annualized.

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.