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Wealth Cocoon

  • Conservative
CAGR (3 Years)14.87%

This portfolio invests in a combination of asset allocator funds, low duration funds and PSU debt funds. The risk involved is relatively much lower. The funds suggested follow the ‘growth’ philosophy of investing.

I want to invest

Amount      Share
Funds
Historical Returns in
Historical Returns in
Amount ()
ICICI Prudential Asset Allocator Fund (FOF) - Growth
1 Lac20.95%1.21 Lac
1 Lac20.95%1.21 Lac
HDFC Balanced Advantage Fund - Growth
1 Lac40.99%1.41 Lac
1 Lac40.99%1.41 Lac
Bandhan Dynamic Bond Fund - Regular Plan - Growth
1 Lac7.48%1.07 Lac
1 Lac7.48%1.07 Lac
Kotak Equity Hybrid Fund - Growth
1 Lac28.26%1.28 Lac
1 Lac28.26%1.28 Lac
Total 100000

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Disclaimer

Mutual fund distributor with AMFI Reg no. ARN – 83867, . The Funds quoted are exemplary and not recommendatory. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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