Back

Wealth Creation Portfolios

Mutual Fund Portfolios

Select Time Horizon

Upto 5 Years

5 to 10 Years

More than 10 Years

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	23.58%	43.75%	22.38%	25.27%

Returns greater than 1 year have been annualized.

Select this goal

Return (%)
Portfolio Name	6 Month	1 Year	3 Year	5 Year
Wealth Creation - Moderate	28.28%	55.65%	27.83%	32.18%

Returns greater than 1 year have been annualized.

Select this goal

Return (%)
Portfolio Name	6 Month	1 Year	3 Year	5 Year
Wealth Creation - Aggressive	26.68%	58.16%	29.74%	34.75%

Returns greater than 1 year have been annualized.

Select this goal

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.