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Boosting Alpha - Dynamic Approach

  • 3 Years to 5 Years
CAGR (3 Years)10.16%
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

Amount      Share
Funds
Historical Returns in
Historical Returns in
Amount ()
ICICI Prudential Long Term Bond Fund - Growth
1 Lac9.95%1.1 Lac
1 Lac9.95%1.1 Lac
IDFC Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
1 Lac12.46%1.12 Lac
1 Lac12.46%1.12 Lac
Kotak Dynamic Bond Fund - Regular Plan - Growth
1 Lac10.49%1.1 Lac
1 Lac10.49%1.1 Lac
Total 100000

Corporate Office

Fundvaliz

B/1/402, 4th flr,

Marathon NextGen Innova,

Opp.Peninsula Corporate park,

Off Ganpatrao Kadam Marg,

Lower parel, Mumbai - 400013

+91 22 49766569

mfservice@fundvaliz.com

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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