Fundvaliz Saving Booster

Saving Booster

2-3yrs
Aggressive

CAGR (3 Years)10.68%

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 Booster?

- Beat inflation in the short-term
- Higher returns vis a vis a savings account, in a shorter horizon
- Gain from our expertise in analysing funds

I want to invest

Lumpsum SIP

Amount Share

Saving Booster Portfolio Performance Portfolio Details

Let's calculate your gain

If you would have invested

it would have become 11,10,938 i.e. 10.29% CAGR.

All	Funds Historical Returns in	Historical Returns in	Amount ()
	HDFC Balanced Advantage Fund - Growth 1.2 Lac-6.31%1.17 Lac 250005.65%26413 3.6 Lac16.30%4.6 Lac 2500018.23%41316 6 Lac20.01%10.18 Lac 2500027.35%83740 8.4 Lac18.03%16.64 Lac 2500016.37%72248 12 Lac16.08%29.4 Lac 2500014.88%1 Lac 18 Lac14.61%64.32 Lac 2500015.18%2.08 Lac 0.6 Lac-18.11%0.58 Lac 25000-8.96%23854	1.2 Lac-6.31%1.17 Lac 250005.65%26413 3.6 Lac16.30%4.6 Lac 2500018.23%41316 6 Lac20.01%10.18 Lac 2500027.35%83740 8.4 Lac18.03%16.64 Lac 2500016.37%72248 12 Lac16.08%29.4 Lac 2500014.88%1 Lac 18 Lac14.61%64.32 Lac 2500015.18%2.08 Lac 0.6 Lac-18.11%0.58 Lac 25000-8.96%23854
	ICICI Prudential All Seasons Bond Fund - Growth 1.2 Lac7.87%1.24 Lac 250009.38%27345 3.6 Lac7.85%4.04 Lac 250007.71%31240 6 Lac6.97%7.15 Lac 250007.32%35591 8.4 Lac7.30%10.92 Lac 250006.88%39830 12 Lac7.54%17.83 Lac 250008.49%56473 18 LacNANA 25000NANA 0.6 Lac7.00%0.61 Lac 2500020.36%27427	1.2 Lac7.87%1.24 Lac 250009.38%27345 3.6 Lac7.85%4.04 Lac 250007.71%31240 6 Lac6.97%7.15 Lac 250007.32%35591 8.4 Lac7.30%10.92 Lac 250006.88%39830 12 Lac7.54%17.83 Lac 250008.49%56473 18 LacNANA 25000NANA 0.6 Lac7.00%0.61 Lac 2500020.36%27427
	Bandhan Bond Fund - Short Term Plan - Regular Plan - Growth 1.2 Lac7.60%1.24 Lac 250008.67%27168 3.6 Lac7.32%4.01 Lac 250006.50%30199 6 Lac6.19%7.01 Lac 250006.21%33788 8.4 Lac6.38%10.55 Lac 250006.39%38570 12 Lac6.57%16.9 Lac 250007.02%49271 18 Lac7.07%31.89 Lac 250007.17%70638 0.6 Lac6.90%0.61 Lac 2500018.41%27204	1.2 Lac7.60%1.24 Lac 250008.67%27168 3.6 Lac7.32%4.01 Lac 250006.50%30199 6 Lac6.19%7.01 Lac 250006.21%33788 8.4 Lac6.38%10.55 Lac 250006.39%38570 12 Lac6.57%16.9 Lac 250007.02%49271 18 Lac7.07%31.89 Lac 250007.17%70638 0.6 Lac6.90%0.61 Lac 2500018.41%27204
	Edelweiss Balanced Advantage Fund - Regular Plan - Growth 1.2 Lac-8.27%1.16 Lac 250003.51%25878 3.6 Lac9.18%4.13 Lac 250009.39%32724 6 Lac10.86%7.92 Lac 2500017.10%55046 8.4 Lac11.69%12.91 Lac 2500012.50%57017 12 Lac11.18%21.93 Lac 2500011.90%76956 18 LacNANA 25000NANA 0.6 Lac-20.98%0.57 Lac 25000-11.87%23469	1.2 Lac-8.27%1.16 Lac 250003.51%25878 3.6 Lac9.18%4.13 Lac 250009.39%32724 6 Lac10.86%7.92 Lac 2500017.10%55046 8.4 Lac11.69%12.91 Lac 2500012.50%57017 12 Lac11.18%21.93 Lac 2500011.90%76956 18 LacNANA 25000NANA 0.6 Lac-20.98%0.57 Lac 25000-11.87%23469
Total			100000

Current Value of Lumpsum 1 Lakh invested 3 years ago would be

Comparing Basket

Top 10 Holdings

Top 10 Sectors

Asset Allocation

Market Cap Allocation

Category Wise Breakup

Saving Booster

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 Booster?

Saving Booster

Corporate Office

About Us

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Disclaimer

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Saving Booster

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 Booster?

Saving Booster

Corporate Office

About Us

Our Offering

Terms & Conditions

Disclaimer