Fundvaliz Growth Bloomer

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Growth Bloomer

5-7yrs
Conservative

CAGR (3 Years)16.39%

Invest in this portfolio for your mid-term goals and higher returns. Best Suited for Higher Education, Investment in Real Estate and Marriage.

What do you gain from the Growth Bloomer?

- Inflation adjusted returns, limited by lower risk
- Diversified risk
- Gain from our expertise in analysing funds

I want to invest

Lumpsum SIP

Amount Share

Growth Bloomer Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	HDFC Balanced Advantage Fund - Growth 1.2 Lac22.32%1.33 Lac 1 Lac24.97%1.25 Lac 3.6 Lac27.05%5.46 Lac 1 Lac20.50%1.75 Lac 6 Lac26.07%12.11 Lac 1 Lac19.72%2.46 Lac 8.4 Lac21.32%19.08 Lac 1 Lac16.37%2.89 Lac 12 Lac18.12%33.38 Lac 1 Lac14.88%4 Lac 18 Lac15.88%72.99 Lac 1 Lac15.18%8.33 Lac 0.6 Lac6.86%0.61 Lac 1 Lac8.65%1.02 Lac	1.2 Lac22.32%1.33 Lac 1 Lac24.97%1.25 Lac 3.6 Lac27.05%5.46 Lac 1 Lac20.50%1.75 Lac 6 Lac26.07%12.11 Lac 1 Lac19.72%2.46 Lac 8.4 Lac21.32%19.08 Lac 1 Lac16.37%2.89 Lac 12 Lac18.12%33.38 Lac 1 Lac14.88%4 Lac 18 Lac15.88%72.99 Lac 1 Lac15.18%8.33 Lac 0.6 Lac6.86%0.61 Lac 1 Lac8.65%1.02 Lac
	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
	Kotak Equity Hybrid Fund - Growth 1.2 Lac30.61%1.38 Lac 1 Lac26.13%1.26 Lac 3.6 Lac22.93%5.11 Lac 1 Lac13.86%1.48 Lac 6 Lac21.80%10.71 Lac 1 Lac17.88%2.28 Lac 8.4 Lac18.96%17.29 Lac 1 Lac13.65%2.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac16.01%0.62 Lac 1 Lac18.47%1.04 Lac	1.2 Lac30.61%1.38 Lac 1 Lac26.13%1.26 Lac 3.6 Lac22.93%5.11 Lac 1 Lac13.86%1.48 Lac 6 Lac21.80%10.71 Lac 1 Lac17.88%2.28 Lac 8.4 Lac18.96%17.29 Lac 1 Lac13.65%2.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac16.01%0.62 Lac 1 Lac18.47%1.04 Lac
	Parag Parikh Flexi Cap Fund - Regular Plan - Growth 1.2 Lac29.18%1.37 Lac 1 Lac28.66%1.29 Lac 3.6 Lac27.05%5.46 Lac 1 Lac15.19%1.53 Lac 6 Lac26.27%12.18 Lac 1 Lac24.35%2.97 Lac 8.4 Lac23.82%21.22 Lac 1 Lac20.21%3.63 Lac 12 Lac20.95%39.98 Lac 1 Lac18.11%5.28 Lac 18 LacNANA 1 LacNANA 0.6 Lac18.01%0.62 Lac 1 Lac19.14%1.05 Lac	1.2 Lac29.18%1.37 Lac 1 Lac28.66%1.29 Lac 3.6 Lac27.05%5.46 Lac 1 Lac15.19%1.53 Lac 6 Lac26.27%12.18 Lac 1 Lac24.35%2.97 Lac 8.4 Lac23.82%21.22 Lac 1 Lac20.21%3.63 Lac 12 Lac20.95%39.98 Lac 1 Lac18.11%5.28 Lac 18 LacNANA 1 LacNANA 0.6 Lac18.01%0.62 Lac 1 Lac19.14%1.05 Lac
Total			100000

Corporate Office

Fundvaliz

603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

Maharashtra - 400013

mfservice@fundvaliz.com

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

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Credit Rating

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SIP Performance

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Lumpsum Performance

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Cost of Delay

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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 (%)