Fundvaliz Boosting Alpha - Arbitrage

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Boosting Alpha - Arbitrage

CAGR (3 Years)6.65%

What's your objective?

To generate returns but at the same time also aim at tax efficiency via this debt portfolio. The returns may be directly proportional to the amount of risk you are ready to endure.

Here's why it works for you -

- Arbitrage funds rank high in the pecking order when it comes to safety
- The fund manager creates a market neutral position by buying in cash market and selling in futures
- Invests in the volatility

I want to invest

Lumpsum SIP

Amount Share

Boosting Alpha - Arbitrage Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Arbitrage Fund - Growth 1.2 Lac5.72%1.23 Lac 1 Lac5.99%1.06 Lac 3.6 Lac6.26%3.95 Lac 1 Lac6.63%1.21 Lac 6 Lac6.45%7.06 Lac 1 Lac6.09%1.34 Lac 8.4 Lac6.05%10.43 Lac 1 Lac5.46%1.45 Lac 12 Lac5.82%16.23 Lac 1 Lac5.87%1.77 Lac 18 LacNANA 1 LacNANA 0.6 Lac5.28%0.61 Lac 1 Lac5.95%1.01 Lac	1.2 Lac5.72%1.23 Lac 1 Lac5.99%1.06 Lac 3.6 Lac6.26%3.95 Lac 1 Lac6.63%1.21 Lac 6 Lac6.45%7.06 Lac 1 Lac6.09%1.34 Lac 8.4 Lac6.05%10.43 Lac 1 Lac5.46%1.45 Lac 12 Lac5.82%16.23 Lac 1 Lac5.87%1.77 Lac 18 LacNANA 1 LacNANA 0.6 Lac5.28%0.61 Lac 1 Lac5.95%1.01 Lac
	Axis Arbitrage Fund - Regular Plan - Growth 1.2 Lac5.71%1.23 Lac 1 Lac5.95%1.06 Lac 3.6 Lac6.23%3.95 Lac 1 Lac6.59%1.21 Lac 6 Lac6.40%7.05 Lac 1 Lac6.09%1.34 Lac 8.4 Lac6.02%10.42 Lac 1 Lac5.42%1.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac5.24%0.61 Lac 1 Lac5.81%1.01 Lac	1.2 Lac5.71%1.23 Lac 1 Lac5.95%1.06 Lac 3.6 Lac6.23%3.95 Lac 1 Lac6.59%1.21 Lac 6 Lac6.40%7.05 Lac 1 Lac6.09%1.34 Lac 8.4 Lac6.02%10.42 Lac 1 Lac5.42%1.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac5.24%0.61 Lac 1 Lac5.81%1.01 Lac
	ICICI Prudential Arbitrage Fund - Growth 1.2 Lac5.88%1.23 Lac 1 Lac6.07%1.06 Lac 3.6 Lac6.35%3.95 Lac 1 Lac6.68%1.21 Lac 6 Lac6.52%7.07 Lac 1 Lac6.17%1.35 Lac 8.4 Lac6.13%10.46 Lac 1 Lac5.48%1.45 Lac 12 Lac5.88%16.28 Lac 1 Lac5.94%1.78 Lac 18 Lac6.09%29.31 Lac 1 Lac6.61%2.61 Lac 0.6 Lac5.47%0.61 Lac 1 Lac6.01%1.01 Lac	1.2 Lac5.88%1.23 Lac 1 Lac6.07%1.06 Lac 3.6 Lac6.35%3.95 Lac 1 Lac6.68%1.21 Lac 6 Lac6.52%7.07 Lac 1 Lac6.17%1.35 Lac 8.4 Lac6.13%10.46 Lac 1 Lac5.48%1.45 Lac 12 Lac5.88%16.28 Lac 1 Lac5.94%1.78 Lac 18 Lac6.09%29.31 Lac 1 Lac6.61%2.61 Lac 0.6 Lac5.47%0.61 Lac 1 Lac6.01%1.01 Lac
	Kotak Arbitrage Fund - Growth 1.2 Lac5.89%1.23 Lac 1 Lac6.10%1.06 Lac 3.6 Lac6.38%3.96 Lac 1 Lac6.78%1.22 Lac 6 Lac6.63%7.09 Lac 1 Lac6.34%1.36 Lac 8.4 Lac6.26%10.51 Lac 1 Lac5.69%1.47 Lac 12 Lac6.02%16.41 Lac 1 Lac6.10%1.81 Lac 18 Lac6.20%29.58 Lac 1 Lac6.68%2.64 Lac 0.6 Lac5.42%0.61 Lac 1 Lac6.05%1.01 Lac	1.2 Lac5.89%1.23 Lac 1 Lac6.10%1.06 Lac 3.6 Lac6.38%3.96 Lac 1 Lac6.78%1.22 Lac 6 Lac6.63%7.09 Lac 1 Lac6.34%1.36 Lac 8.4 Lac6.26%10.51 Lac 1 Lac5.69%1.47 Lac 12 Lac6.02%16.41 Lac 1 Lac6.10%1.81 Lac 18 Lac6.20%29.58 Lac 1 Lac6.68%2.64 Lac 0.6 Lac5.42%0.61 Lac 1 Lac6.05%1.01 Lac
Total			100000

This is a Regular Plan, which involves payment of trail commission to Fundvaliz by the AMC. See what we earn

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Kamla City, Senapati Bapat Marg,

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Maharashtra - 400013

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About Us

Our Offering

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Disclaimer

FUNDVALIZ LLP, ARN-83867, initial registration 28 Feb 2012, valid 15 Nov 2026 to 14 Nov 2029, EUIN E078348, BSE Star MF member code 25318.
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)

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Lumpsum Performance

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Rolling Returns rolled daily for the period

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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 (%)