Fundvaliz Model Portfolio Picks

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Current value of 1 lakh invested once 3 years ago

Model Portfolio PicksView All

Wealth Booster

Wealth Booster

7 Yrs and More - AggressivePortfolio : 21.72%1.80 LacNifty 50 : 12.04%1.41 Lac

Growth Booster

Growth Booster

5 Yrs To 7 Yrs - AggressivePortfolio : 20.49%1.75 LacNifty 50 : 12.04%1.41 Lac

Income Booster

Income Booster

3 Yrs to 5 Yrs - AggressivePortfolio : 21.27%1.78 LacNifty 50 : 12.04%1.41 Lac

Saving Booster

Saving Booster

2 Yrs To 3 Yrs - AggressivePortfolio : 12.16%1.41 LacNifty 50 : 12.04%1.41 Lac

Wealth Builder

Wealth Builder

7 Yrs and More - BalancedPortfolio : 19.92%1.72 LacNifty 50 : 12.04%1.41 Lac

Growth Builder

Growth Builder

5 Yrs to 7 Yrs - BalancedPortfolio : 15.04%1.52 LacNifty 50 : 12.04%1.41 Lac

Income Builder

Income Builder

3 Yrs To 5 Yrs - BalancedPortfolio : 19.13%1.69 LacNifty 50 : 12.04%1.41 Lac

Saving Builder

Saving Builder

2 Yrs To 3 Yrs - BalancedPortfolio : 13.83%1.48 LacNifty 50 : 12.04%1.41 Lac

Wealth Bloomer

Wealth Bloomer

7 Yrs and More - ModeratePortfolio : 19.98%1.73 LacNifty 50 : 12.04%1.41 Lac

Growth Bloomer

Growth Bloomer

5 Yrs To 7 Yrs - ModeratePortfolio : 18.81%1.68 LacNifty 50 : 12.04%1.41 Lac

Income Bloomer

Income Bloomer

3 Yrs To 5Yrs - ModeratePortfolio : 15.19%1.53 LacNifty 50 : 12.04%1.41 Lac

Saving Bloomer

Saving Bloomer

2 Yrs To 3 Yrs - ModeratePortfolio : 8.86%1.29 LacNifty 50 : 12.04%1.41 Lac

View All

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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

Go

Lumpsum Performance

Start Date

End Date

Investment Amount

Go

Cost of Delay

Investment Date

Delayed Investment Date

Amount

Go

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 (%)