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Capital Preservation Portfolios

Mutual Fund Portfolios

Select Time Horizon

Upto 5 Years

5 to 10 Years

More than 10 Years

Capital Preservation

A portfolio of mutual funds which pre-dominantly invests in fixed income securities like bonds, treasury bills, etc. with a small exposure to equity. These funds are ideal for investors who want low volatility along with some equity exposure.

Return (%)
Portfolio Name	6 Month	1 Year	3 Year	5 Year
Capital Preservation - Conservative	5.75%	10.37%	6.93%	7.97%

Returns greater than 1 year have been annualized.

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Return (%)
Portfolio Name	6 Month	1 Year	3 Year	5 Year
Capital Preservation - Moderate	9.64%	16.31%	8.73%	11.63%

Returns greater than 1 year have been annualized.

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Return (%)
Portfolio Name	6 Month	1 Year	3 Year	5 Year
Capital Preservation - Aggressive	11.72%	19.66%	9.78%	13.53%

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.