Fundvaliz Boosting Alpha - Deposit Oriented

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Boosting Alpha - Deposit Oriented

1 Year to 2 Years

CAGR (3 Years)5.88%

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

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Banking and PSU Debt - Growth 1.2 Lac8.02%1.25 Lac 1 Lac7.85%1.08 Lac 3.6 Lac7.09%4 Lac 1 Lac6.04%1.19 Lac 6 Lac6.33%7.04 Lac 1 Lac6.53%1.37 Lac 8.4 Lac6.71%10.68 Lac 1 Lac6.75%1.58 Lac 12 Lac7.02%17.33 Lac 1 Lac7.75%2.11 Lac 18 Lac7.80%34 Lac 1 Lac8.03%3.18 Lac 0.6 Lac7.50%0.61 Lac 1 Lac16.42%1.04 Lac	1.2 Lac8.02%1.25 Lac 1 Lac7.85%1.08 Lac 3.6 Lac7.09%4 Lac 1 Lac6.04%1.19 Lac 6 Lac6.33%7.04 Lac 1 Lac6.53%1.37 Lac 8.4 Lac6.71%10.68 Lac 1 Lac6.75%1.58 Lac 12 Lac7.02%17.33 Lac 1 Lac7.75%2.11 Lac 18 Lac7.80%34 Lac 1 Lac8.03%3.18 Lac 0.6 Lac7.50%0.61 Lac 1 Lac16.42%1.04 Lac
	Bandhan Banking and PSU Debt Fund - Regular Plan - Growth 1.2 Lac7.57%1.24 Lac 1 Lac7.49%1.07 Lac 3.6 Lac6.80%3.98 Lac 1 Lac5.89%1.19 Lac 6 Lac6.09%6.99 Lac 1 Lac6.38%1.36 Lac 8.4 Lac6.65%10.66 Lac 1 Lac7.00%1.61 Lac 12 Lac6.91%17.22 Lac 1 Lac7.30%2.02 Lac 18 LacNANA 1 LacNANA 0.6 Lac6.96%0.61 Lac 1 Lac15.61%1.04 Lac	1.2 Lac7.57%1.24 Lac 1 Lac7.49%1.07 Lac 3.6 Lac6.80%3.98 Lac 1 Lac5.89%1.19 Lac 6 Lac6.09%6.99 Lac 1 Lac6.38%1.36 Lac 8.4 Lac6.65%10.66 Lac 1 Lac7.00%1.61 Lac 12 Lac6.91%17.22 Lac 1 Lac7.30%2.02 Lac 18 LacNANA 1 LacNANA 0.6 Lac6.96%0.61 Lac 1 Lac15.61%1.04 Lac
	Kotak Bond Short Term Fund - Growth 1.2 Lac7.93%1.24 Lac 1 Lac7.72%1.08 Lac 3.6 Lac6.85%3.98 Lac 1 Lac5.63%1.18 Lac 6 Lac5.97%6.97 Lac 1 Lac6.05%1.34 Lac 8.4 Lac6.29%10.52 Lac 1 Lac6.27%1.53 Lac 12 Lac6.51%16.85 Lac 1 Lac7.00%1.97 Lac 18 Lac7.04%31.81 Lac 1 Lac7.17%2.83 Lac 0.6 Lac7.46%0.61 Lac 1 Lac16.10%1.04 Lac	1.2 Lac7.93%1.24 Lac 1 Lac7.72%1.08 Lac 3.6 Lac6.85%3.98 Lac 1 Lac5.63%1.18 Lac 6 Lac5.97%6.97 Lac 1 Lac6.05%1.34 Lac 8.4 Lac6.29%10.52 Lac 1 Lac6.27%1.53 Lac 12 Lac6.51%16.85 Lac 1 Lac7.00%1.97 Lac 18 Lac7.04%31.81 Lac 1 Lac7.17%2.83 Lac 0.6 Lac7.46%0.61 Lac 1 Lac16.10%1.04 Lac
	Axis Banking and PSU Debt Fund - Regular Plan - Growth 1.2 Lac7.61%1.24 Lac 1 Lac7.48%1.07 Lac 3.6 Lac6.74%3.98 Lac 1 Lac5.88%1.19 Lac 6 Lac6.00%6.98 Lac 1 Lac6.10%1.34 Lac 8.4 Lac6.43%10.57 Lac 1 Lac6.86%1.59 Lac 12 Lac6.81%17.13 Lac 1 Lac7.32%2.03 Lac 18 LacNANA 1 LacNANA 0.6 Lac7.22%0.61 Lac 1 Lac15.80%1.04 Lac	1.2 Lac7.61%1.24 Lac 1 Lac7.48%1.07 Lac 3.6 Lac6.74%3.98 Lac 1 Lac5.88%1.19 Lac 6 Lac6.00%6.98 Lac 1 Lac6.10%1.34 Lac 8.4 Lac6.43%10.57 Lac 1 Lac6.86%1.59 Lac 12 Lac6.81%17.13 Lac 1 Lac7.32%2.03 Lac 18 LacNANA 1 LacNANA 0.6 Lac7.22%0.61 Lac 1 Lac15.80%1.04 Lac
Total			100000

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About Us

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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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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

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Top 10 Sectors

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Instrument Holdings

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Asset Allocation

Market Cap Allocation

Credit Rating

Rating	(%)

SIP Performance

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End Date

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Lumpsum Performance

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Cost of Delay

Investment Date

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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 (%)