Fundvaliz Equimedium

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Equimedium

3-5yrs

CAGR (3 Years)20.47%

What's your objective?

To generate relatively higher returns in an investment horizon of 3-5 years and do it with a portfolio that predominantly comprises of equity-related schemes.

How does Equimedium achieve that?

- By investing in diversified mid-cap and multi-cap equity schemes
- By diversifying and being sensitive to market fluctuations
- By Fundvaliz handpicking the best funds in your given investment horizon

I want to invest

Lumpsum SIP

Amount Share

Equimedium Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	ICICI Prudential Bluechip Fund - Growth 1.2 Lac27.44%1.36 Lac 1 Lac27.75%1.28 Lac 3.6 Lac26.32%5.4 Lac 1 Lac15.67%1.55 Lac 6 Lac24.70%11.64 Lac 1 Lac18.76%2.36 Lac 8.4 Lac20.64%18.54 Lac 1 Lac15.90%2.81 Lac 12 Lac17.68%32.47 Lac 1 Lac14.85%3.99 Lac 18 Lac16.28%75.99 Lac 1 Lac15.93%9.18 Lac 0.6 Lac11.55%0.61 Lac 1 Lac10.94%1.03 Lac	1.2 Lac27.44%1.36 Lac 1 Lac27.75%1.28 Lac 3.6 Lac26.32%5.4 Lac 1 Lac15.67%1.55 Lac 6 Lac24.70%11.64 Lac 1 Lac18.76%2.36 Lac 8.4 Lac20.64%18.54 Lac 1 Lac15.90%2.81 Lac 12 Lac17.68%32.47 Lac 1 Lac14.85%3.99 Lac 18 Lac16.28%75.99 Lac 1 Lac15.93%9.18 Lac 0.6 Lac11.55%0.61 Lac 1 Lac10.94%1.03 Lac
	Nippon India Small Cap Fund - Growth 1.2 Lac39.57%1.44 Lac 1 Lac32.49%1.32 Lac 3.6 Lac39.16%6.67 Lac 1 Lac25.97%2 Lac 6 Lac40.61%18.81 Lac 1 Lac34.56%4.41 Lac 8.4 Lac32.68%31.41 Lac 1 Lac23.53%4.39 Lac 12 Lac26.96%59.58 Lac 1 Lac24.82%9.18 Lac 18 LacNANA 1 LacNANA 0.6 Lac17.50%0.62 Lac 1 Lac14.65%1.04 Lac	1.2 Lac39.57%1.44 Lac 1 Lac32.49%1.32 Lac 3.6 Lac39.16%6.67 Lac 1 Lac25.97%2 Lac 6 Lac40.61%18.81 Lac 1 Lac34.56%4.41 Lac 8.4 Lac32.68%31.41 Lac 1 Lac23.53%4.39 Lac 12 Lac26.96%59.58 Lac 1 Lac24.82%9.18 Lac 18 LacNANA 1 LacNANA 0.6 Lac17.50%0.62 Lac 1 Lac14.65%1.04 Lac
	Tata Infrastructure Fund - Regular Plan - Growth 1.2 Lac34.47%1.41 Lac 1 Lac34.88%1.35 Lac 3.6 Lac38.49%6.6 Lac 1 Lac24.34%1.92 Lac 6 Lac36.34%16.48 Lac 1 Lac26.64%3.26 Lac 8.4 Lac28.46%25.99 Lac 1 Lac19.87%3.56 Lac 12 Lac22.16%43.25 Lac 1 Lac18.12%5.29 Lac 18 Lac17.78%88.53 Lac 1 Lac13.54%6.72 Lac 0.6 Lac-2.36%0.6 Lac 1 Lac-7.05%0.98 Lac	1.2 Lac34.47%1.41 Lac 1 Lac34.88%1.35 Lac 3.6 Lac38.49%6.6 Lac 1 Lac24.34%1.92 Lac 6 Lac36.34%16.48 Lac 1 Lac26.64%3.26 Lac 8.4 Lac28.46%25.99 Lac 1 Lac19.87%3.56 Lac 12 Lac22.16%43.25 Lac 1 Lac18.12%5.29 Lac 18 Lac17.78%88.53 Lac 1 Lac13.54%6.72 Lac 0.6 Lac-2.36%0.6 Lac 1 Lac-7.05%0.98 Lac
	UTI Transportation and Logistics Fund - Regular Plan - Growth 1.2 Lac32.11%1.39 Lac 1 Lac32.26%1.32 Lac 3.6 Lac34.64%6.19 Lac 1 Lac22.08%1.82 Lac 6 Lac31.33%14.15 Lac 1 Lac22.38%2.74 Lac 8.4 Lac23.23%20.69 Lac 1 Lac13.24%2.39 Lac 12 Lac17.34%31.79 Lac 1 Lac16.52%4.61 Lac 18 Lac18.57%96.06 Lac 1 Lac20.90%17.24 Lac 0.6 Lac-3.01%0.6 Lac 1 Lac-1.57%1 Lac	1.2 Lac32.11%1.39 Lac 1 Lac32.26%1.32 Lac 3.6 Lac34.64%6.19 Lac 1 Lac22.08%1.82 Lac 6 Lac31.33%14.15 Lac 1 Lac22.38%2.74 Lac 8.4 Lac23.23%20.69 Lac 1 Lac13.24%2.39 Lac 12 Lac17.34%31.79 Lac 1 Lac16.52%4.61 Lac 18 Lac18.57%96.06 Lac 1 Lac20.90%17.24 Lac 0.6 Lac-3.01%0.6 Lac 1 Lac-1.57%1 Lac
	Axis Growth Opportunities Fund - Regular Plan - Growth 1.2 Lac34.89%1.41 Lac 1 Lac29.92%1.3 Lac 3.6 Lac27.63%5.51 Lac 1 Lac13.04%1.44 Lac 6 Lac25.50%11.91 Lac 1 Lac21.51%2.65 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac16.95%0.62 Lac 1 Lac15.28%1.04 Lac	1.2 Lac34.89%1.41 Lac 1 Lac29.92%1.3 Lac 3.6 Lac27.63%5.51 Lac 1 Lac13.04%1.44 Lac 6 Lac25.50%11.91 Lac 1 Lac21.51%2.65 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac16.95%0.62 Lac 1 Lac15.28%1.04 Lac
Total			100000

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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 (%)