Fundvaliz Boosting Alpha - Deposit Oriented

Boosting Alpha - Deposit Oriented

1 Year to 2 Years

CAGR (3 Years)6.62%

What's your objective?

To generate relatively better returns than a short-term fixed deposits or recurring deposits for an investment horizon of 1-2 years. The aim could also be to invest in a tangible asset like a car.

Here's why it works for you -

- It invests in a combination of high rated bonds and Government securities
- Carries moderate risk
- Comparable returns but lesser risk than equity

I want to invest

Lumpsum SIP

Amount Share

Boosting Alpha - Deposit Oriented Portfolio Performance Portfolio Details

Let's calculate your gain

If you would have invested

it would have become 5,45,140 i.e. 7.67% CAGR.

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Banking and PSU Debt - Growth 1.2 Lac7.01%1.24 Lac 250008.71%27178 3.6 Lac7.11%4 Lac 250006.75%30412 6 Lac6.29%7.03 Lac 250006.77%34689 8.4 Lac6.62%10.65 Lac 250006.75%39493 12 Lac6.93%17.24 Lac 250007.75%52737 18 Lac7.72%33.76 Lac 250008.03%79635 0.6 Lac5.72%0.61 Lac 2500018.68%27235	1.2 Lac7.01%1.24 Lac 250008.71%27178 3.6 Lac7.11%4 Lac 250006.75%30412 6 Lac6.29%7.03 Lac 250006.77%34689 8.4 Lac6.62%10.65 Lac 250006.75%39493 12 Lac6.93%17.24 Lac 250007.75%52737 18 Lac7.72%33.76 Lac 250008.03%79635 0.6 Lac5.72%0.61 Lac 2500018.68%27235
	Bandhan Banking and PSU Debt Fund - Regular Plan - Growth 1.2 Lac7.15%1.24 Lac 250008.20%27050 3.6 Lac7.00%3.99 Lac 250006.51%30207 6 Lac6.14%7 Lac 250006.51%34268 8.4 Lac6.60%10.64 Lac 250007.00%40145 12 Lac6.88%17.19 Lac 250007.30%50575 18 LacNANA 25000NANA 0.6 Lac6.42%0.61 Lac 2500017.60%27111	1.2 Lac7.15%1.24 Lac 250008.20%27050 3.6 Lac7.00%3.99 Lac 250006.51%30207 6 Lac6.14%7 Lac 250006.51%34268 8.4 Lac6.60%10.64 Lac 250007.00%40145 12 Lac6.88%17.19 Lac 250007.30%50575 18 LacNANA 25000NANA 0.6 Lac6.42%0.61 Lac 2500017.60%27111
	Kotak Bond Short Term Fund - Growth 1.2 Lac7.13%1.24 Lac 250008.46%27115 3.6 Lac7.01%3.99 Lac 250006.37%30088 6 Lac6.02%6.98 Lac 250006.27%33884 8.4 Lac6.26%10.51 Lac 250006.27%38266 12 Lac6.48%16.82 Lac 250007.00%49179 18 Lac7.00%31.7 Lac 250007.17%70638 0.6 Lac6.14%0.61 Lac 2500017.80%27134	1.2 Lac7.13%1.24 Lac 250008.46%27115 3.6 Lac7.01%3.99 Lac 250006.37%30088 6 Lac6.02%6.98 Lac 250006.27%33884 8.4 Lac6.26%10.51 Lac 250006.27%38266 12 Lac6.48%16.82 Lac 250007.00%49179 18 Lac7.00%31.7 Lac 250007.17%70638 0.6 Lac6.14%0.61 Lac 2500017.80%27134
	Axis Banking and PSU Debt Fund - Regular Plan - Growth 1.2 Lac7.05%1.24 Lac 250008.33%27083 3.6 Lac6.89%3.99 Lac 250006.55%30241 6 Lac6.07%6.99 Lac 250006.36%34028 8.4 Lac6.40%10.56 Lac 250006.86%39778 12 Lac6.77%17.09 Lac 250007.32%50670 18 LacNANA 25000NANA 0.6 Lac6.19%0.61 Lac 2500018.44%27208	1.2 Lac7.05%1.24 Lac 250008.33%27083 3.6 Lac6.89%3.99 Lac 250006.55%30241 6 Lac6.07%6.99 Lac 250006.36%34028 8.4 Lac6.40%10.56 Lac 250006.86%39778 12 Lac6.77%17.09 Lac 250007.32%50670 18 LacNANA 25000NANA 0.6 Lac6.19%0.61 Lac 2500018.44%27208
Total			100000

Current Value of Lumpsum 1 Lakh invested 1 year ago would be

Basket

Top 10 Holdings

Top 10 Sectors

Asset Allocation

Credit Rating

Category Wise Breakup

Boosting Alpha - Deposit Oriented

What's your objective?

To generate relatively better returns than a short-term fixed deposits or recurring deposits for an investment horizon of 1-2 years. The aim could also be to invest in a tangible asset like a car.

Here's why it works for you -

Boosting Alpha - Deposit Oriented

Corporate Office

About Us

Our Offering

Terms & Conditions

Disclaimer

Profile Picture

Boosting Alpha - Deposit Oriented

What's your objective?

To generate relatively better returns than a short-term fixed deposits or recurring deposits for an investment horizon of 1-2 years. The aim could also be to invest in a tangible asset like a car.

Here's why it works for you -

Boosting Alpha - Deposit Oriented

Corporate Office

About Us

Our Offering

Terms & Conditions

Disclaimer