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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	3.17%	8.59%	7.09%	7.38%

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	2.25%	10.53%	8.13%	9.92%

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	1.91%	11.77%	8.75%	11.34%

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.