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Boosting Alpha - Dynamic Approach

  • 3 Years to 5 Years
CAGR (3 Years)6.82%
What's your objective?

To generate relatively better returns than fixed deposits for an investment horizon of 3-5 years. The aim could also be asset allocation or portfolio diversification, but with a relatively higher magnitude of risk which is higher than a conservative investor and lower than equity.

Here's why it works for you -

  • - It invests in a combination of funds invested in corporate bonds and Government securities, but also invests dynamically as per the economic conditions
  • - Higher-risk debt portfolio with maturity period changing as per the market condition
  • - Funds carefully selected by Fundvaliz

I want to invest

LumpsumSIP
Amount      Share
Boosting Alpha - Dynamic Approach PortfolioPerformancePortfolio Details
Funds
Historical Returns in
Historical Returns in
Amount ()
ICICI Prudential Long Term Fund - Growth
1 Lac0.04%1 Lac
1 Lac0.04%1 Lac
Bandhan 10 year Constant Maturity Gilt Fund - Regular Plan - Growth
1 Lac2.74%1.03 Lac
1 Lac2.74%1.03 Lac
Kotak Dynamic Term Fund - Regular Plan - Growth
1 Lac4.05%1.04 Lac
1 Lac4.05%1.04 Lac
Total 100000

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

Corporate Office

Fundvaliz

603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

Maharashtra - 400013

+91 7045854585

mfservice@fundvaliz.com

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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