Fundvaliz Boosting Alpha - Arbitrage

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Boosting Alpha - Arbitrage

CAGR (3 Years)5.56%

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 Lac7.27%1.24 Lac 1 Lac7.67%1.08 Lac 3.6 Lac6.14%3.94 Lac 1 Lac5.45%1.17 Lac 6 Lac5.39%6.87 Lac 1 Lac5.20%1.29 Lac 8.4 Lac5.33%10.15 Lac 1 Lac5.43%1.45 Lac 12 Lac5.47%15.92 Lac 1 Lac5.85%1.77 Lac 18 LacNANA 1 LacNANA 0.6 Lac7.10%0.61 Lac 1 Lac7.69%1.02 Lac	1.2 Lac7.27%1.24 Lac 1 Lac7.67%1.08 Lac 3.6 Lac6.14%3.94 Lac 1 Lac5.45%1.17 Lac 6 Lac5.39%6.87 Lac 1 Lac5.20%1.29 Lac 8.4 Lac5.33%10.15 Lac 1 Lac5.43%1.45 Lac 12 Lac5.47%15.92 Lac 1 Lac5.85%1.77 Lac 18 LacNANA 1 LacNANA 0.6 Lac7.10%0.61 Lac 1 Lac7.69%1.02 Lac
	Axis Arbitrage Fund - Regular Plan - Growth 1.2 Lac7.30%1.24 Lac 1 Lac7.57%1.08 Lac 3.6 Lac6.12%3.94 Lac 1 Lac5.48%1.17 Lac 6 Lac5.36%6.86 Lac 1 Lac5.14%1.29 Lac 8.4 Lac5.29%10.14 Lac 1 Lac5.38%1.44 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac7.37%0.61 Lac 1 Lac7.84%1.02 Lac	1.2 Lac7.30%1.24 Lac 1 Lac7.57%1.08 Lac 3.6 Lac6.12%3.94 Lac 1 Lac5.48%1.17 Lac 6 Lac5.36%6.86 Lac 1 Lac5.14%1.29 Lac 8.4 Lac5.29%10.14 Lac 1 Lac5.38%1.44 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac7.37%0.61 Lac 1 Lac7.84%1.02 Lac
	ICICI Prudential Equity - Arbitrage - Growth 1.2 Lac7.23%1.24 Lac 1 Lac7.67%1.08 Lac 3.6 Lac6.19%3.94 Lac 1 Lac5.52%1.17 Lac 6 Lac5.44%6.88 Lac 1 Lac5.22%1.29 Lac 8.4 Lac5.37%10.17 Lac 1 Lac5.46%1.45 Lac 12 Lac5.51%15.96 Lac 1 Lac5.98%1.79 Lac 18 Lac6.20%29.58 Lac 1 Lac6.60%2.61 Lac 0.6 Lac7.03%0.61 Lac 1 Lac7.70%1.02 Lac	1.2 Lac7.23%1.24 Lac 1 Lac7.67%1.08 Lac 3.6 Lac6.19%3.94 Lac 1 Lac5.52%1.17 Lac 6 Lac5.44%6.88 Lac 1 Lac5.22%1.29 Lac 8.4 Lac5.37%10.17 Lac 1 Lac5.46%1.45 Lac 12 Lac5.51%15.96 Lac 1 Lac5.98%1.79 Lac 18 Lac6.20%29.58 Lac 1 Lac6.60%2.61 Lac 0.6 Lac7.03%0.61 Lac 1 Lac7.70%1.02 Lac
	Kotak Equity Arbitrage Fund - Growth 1.2 Lac7.59%1.24 Lac 1 Lac8.04%1.08 Lac 3.6 Lac6.47%3.96 Lac 1 Lac5.77%1.18 Lac 6 Lac5.67%6.92 Lac 1 Lac5.42%1.3 Lac 8.4 Lac5.57%10.24 Lac 1 Lac5.66%1.47 Lac 12 Lac5.69%16.12 Lac 1 Lac6.13%1.81 Lac 18 Lac6.30%29.84 Lac 1 Lac6.66%2.63 Lac 0.6 Lac7.42%0.61 Lac 1 Lac8.09%1.02 Lac	1.2 Lac7.59%1.24 Lac 1 Lac8.04%1.08 Lac 3.6 Lac6.47%3.96 Lac 1 Lac5.77%1.18 Lac 6 Lac5.67%6.92 Lac 1 Lac5.42%1.3 Lac 8.4 Lac5.57%10.24 Lac 1 Lac5.66%1.47 Lac 12 Lac5.69%16.12 Lac 1 Lac6.13%1.81 Lac 18 Lac6.30%29.84 Lac 1 Lac6.66%2.63 Lac 0.6 Lac7.42%0.61 Lac 1 Lac8.09%1.02 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 investments are subject to market risk. Please read the scheme information and the 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

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 (%)