Fundvaliz Boosting Alpha - Cash Manage

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Boosting Alpha - Cash Manage

Less Than 6 Months

CAGR (3 Years)6.33%

What's your objective?

To generate relatively better returns than a savings bank account for a short-term horizon of less than 6 months in the safest way possible. The aim could be to create a contingency fund too.

Here's why it works for you -

- It invests in a combination of AAA and Government securities funds
- Very low risk
- Cannot be an outlook for a long-term investment if capital growth is the aim

I want to invest

Lumpsum SIP

Amount Share

Boosting Alpha - Cash Manage Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Liquid Fund - Growth 1.2 Lac7.33%1.24 Lac 1 Lac7.35%1.07 Lac 3.6 Lac6.99%3.99 Lac 1 Lac6.36%1.2 Lac 6 Lac6.04%6.98 Lac 1 Lac5.32%1.3 Lac 8.4 Lac5.80%10.33 Lac 1 Lac5.78%1.48 Lac 12 Lac5.95%16.34 Lac 1 Lac6.44%1.87 Lac 18 Lac6.60%30.62 Lac 1 Lac6.98%2.75 Lac 0.6 Lac7.22%0.61 Lac 1 Lac14.50%1.04 Lac	1.2 Lac7.33%1.24 Lac 1 Lac7.35%1.07 Lac 3.6 Lac6.99%3.99 Lac 1 Lac6.36%1.2 Lac 6 Lac6.04%6.98 Lac 1 Lac5.32%1.3 Lac 8.4 Lac5.80%10.33 Lac 1 Lac5.78%1.48 Lac 12 Lac5.95%16.34 Lac 1 Lac6.44%1.87 Lac 18 Lac6.60%30.62 Lac 1 Lac6.98%2.75 Lac 0.6 Lac7.22%0.61 Lac 1 Lac14.50%1.04 Lac
	ICICI Prudential Liquid Fund - Growth 1.2 Lac7.33%1.24 Lac 1 Lac7.36%1.07 Lac 3.6 Lac6.97%3.99 Lac 1 Lac6.32%1.2 Lac 6 Lac6.00%6.98 Lac 1 Lac5.29%1.29 Lac 8.4 Lac5.76%10.32 Lac 1 Lac5.74%1.48 Lac 12 Lac5.91%16.31 Lac 1 Lac6.40%1.86 Lac 18 Lac6.56%30.51 Lac 1 Lac6.94%2.74 Lac 0.6 Lac7.22%0.61 Lac 1 Lac14.49%1.04 Lac	1.2 Lac7.33%1.24 Lac 1 Lac7.36%1.07 Lac 3.6 Lac6.97%3.99 Lac 1 Lac6.32%1.2 Lac 6 Lac6.00%6.98 Lac 1 Lac5.29%1.29 Lac 8.4 Lac5.76%10.32 Lac 1 Lac5.74%1.48 Lac 12 Lac5.91%16.31 Lac 1 Lac6.40%1.86 Lac 18 Lac6.56%30.51 Lac 1 Lac6.94%2.74 Lac 0.6 Lac7.22%0.61 Lac 1 Lac14.49%1.04 Lac
	Bandhan Liquid Fund - Regular Plan - Growth 1.2 Lac7.27%1.24 Lac 1 Lac7.30%1.07 Lac 3.6 Lac6.94%3.99 Lac 1 Lac6.31%1.2 Lac 6 Lac5.98%6.97 Lac 1 Lac5.24%1.29 Lac 8.4 Lac5.71%10.3 Lac 1 Lac5.66%1.47 Lac 12 Lac5.85%16.26 Lac 1 Lac6.34%1.85 Lac 18 Lac6.50%30.35 Lac 1 Lac6.87%2.71 Lac 0.6 Lac7.18%0.61 Lac 1 Lac14.40%1.03 Lac	1.2 Lac7.27%1.24 Lac 1 Lac7.30%1.07 Lac 3.6 Lac6.94%3.99 Lac 1 Lac6.31%1.2 Lac 6 Lac5.98%6.97 Lac 1 Lac5.24%1.29 Lac 8.4 Lac5.71%10.3 Lac 1 Lac5.66%1.47 Lac 12 Lac5.85%16.26 Lac 1 Lac6.34%1.85 Lac 18 Lac6.50%30.35 Lac 1 Lac6.87%2.71 Lac 0.6 Lac7.18%0.61 Lac 1 Lac14.40%1.03 Lac
Total			100000

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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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Overview

Fund Objective

Riskometer

Returns

# Equity - Returns up to 1 year are absolute and over 1 year are CAGR.
# Debt - Returns up to 1 year are annualised and over 1 year are CAGR.

SIP Performance Chart (SIP value 10000)

1M
3M
6M
1Y
3Y
5Y
10Y

Top 10 Holdings

Company	(%)

Top 10 Sectors

Sectors	(%)

Instrument Holdings

Instruments	(%)

Asset Allocation

Market Cap Allocation

Credit Rating

Rating	(%)

SIP Performance

Start Date

End Date

Investment Amount

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Lumpsum Performance

Start Date

End Date

Investment Amount

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Cost of Delay

Investment Date

Delayed Investment Date

Amount

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Rolling Returns rolled daily for the period

Ratios	[%]

What's In What's Out

What's In

Company Name	Mkt Value ( in Cr)	Holdings (%)

What's Out

Company Name	Mkt Value ( in Cr)	Holdings (%)