Fundvaliz Saving Bloomer

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Saving Bloomer

2-3yrs
Conservative

CAGR (3 Years)8.86%

Invest in this portfolio for your short-term goals and relatively lesser returns. Best Suited for a vacation planned well in advance or shorter duration/knowledge enhancing educational courses.

What do you gain from the Saving Bloomer?

- Returns that beat inflation, limited by lower risk
- Higher returns vis a vis a savings account, in a shorter horizon
- Fundvaliz’s customized portfolios

I want to invest

Lumpsum SIP

Amount Share

Saving Bloomer Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	ICICI Prudential Asset Allocator Fund (FOF) - Growth 1.2 Lac9.93%1.26 Lac 1 Lac14.86%1.15 Lac 3.6 Lac15.08%4.52 Lac 1 Lac13.53%1.46 Lac 6 Lac15.28%8.93 Lac 1 Lac13.88%1.92 Lac 8.4 Lac14.13%14.21 Lac 1 Lac12.33%2.26 Lac 12 Lac13.09%24.53 Lac 1 Lac12.20%3.16 Lac 18 Lac12.35%51.65 Lac 1 Lac11.94%5.43 Lac 0.6 Lac-5.34%0.59 Lac 1 Lac15.88%1.04 Lac	1.2 Lac9.93%1.26 Lac 1 Lac14.86%1.15 Lac 3.6 Lac15.08%4.52 Lac 1 Lac13.53%1.46 Lac 6 Lac15.28%8.93 Lac 1 Lac13.88%1.92 Lac 8.4 Lac14.13%14.21 Lac 1 Lac12.33%2.26 Lac 12 Lac13.09%24.53 Lac 1 Lac12.20%3.16 Lac 18 Lac12.35%51.65 Lac 1 Lac11.94%5.43 Lac 0.6 Lac-5.34%0.59 Lac 1 Lac15.88%1.04 Lac
	Bandhan Bond Fund - Short Term Plan - Regular Plan - Growth 1.2 Lac7.82%1.24 Lac 1 Lac7.80%1.08 Lac 3.6 Lac6.95%3.99 Lac 1 Lac5.77%1.18 Lac 6 Lac6.01%6.98 Lac 1 Lac6.06%1.34 Lac 8.4 Lac6.32%10.53 Lac 1 Lac6.39%1.54 Lac 12 Lac6.55%16.89 Lac 1 Lac7.02%1.97 Lac 18 Lac7.07%31.89 Lac 1 Lac7.17%2.83 Lac 0.6 Lac6.99%0.61 Lac 1 Lac16.40%1.04 Lac	1.2 Lac7.82%1.24 Lac 1 Lac7.80%1.08 Lac 3.6 Lac6.95%3.99 Lac 1 Lac5.77%1.18 Lac 6 Lac6.01%6.98 Lac 1 Lac6.06%1.34 Lac 8.4 Lac6.32%10.53 Lac 1 Lac6.39%1.54 Lac 12 Lac6.55%16.89 Lac 1 Lac7.02%1.97 Lac 18 Lac7.07%31.89 Lac 1 Lac7.17%2.83 Lac 0.6 Lac6.99%0.61 Lac 1 Lac16.40%1.04 Lac
	Aditya Birla Sun Life Floating Rate Fund - Growth 1.2 Lac8.16%1.25 Lac 1 Lac7.95%1.08 Lac 3.6 Lac7.48%4.02 Lac 1 Lac6.67%1.21 Lac 6 Lac6.65%7.09 Lac 1 Lac6.45%1.37 Lac 8.4 Lac6.74%10.7 Lac 1 Lac6.79%1.58 Lac 12 Lac6.97%17.28 Lac 1 Lac7.44%2.05 Lac 18 Lac7.55%33.26 Lac 1 Lac7.94%3.14 Lac 0.6 Lac8.18%0.61 Lac 1 Lac15.92%1.04 Lac	1.2 Lac8.16%1.25 Lac 1 Lac7.95%1.08 Lac 3.6 Lac7.48%4.02 Lac 1 Lac6.67%1.21 Lac 6 Lac6.65%7.09 Lac 1 Lac6.45%1.37 Lac 8.4 Lac6.74%10.7 Lac 1 Lac6.79%1.58 Lac 12 Lac6.97%17.28 Lac 1 Lac7.44%2.05 Lac 18 Lac7.55%33.26 Lac 1 Lac7.94%3.14 Lac 0.6 Lac8.18%0.61 Lac 1 Lac15.92%1.04 Lac
Total			100000

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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

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 (%)