Fundvaliz Boosting Alpha - Dynamic Approach

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Boosting Alpha - Dynamic Approach

3 Years to 5 Years

CAGR (3 Years)5.4%

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

Lumpsum SIP

Amount Share

Boosting Alpha - Dynamic Approach Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	ICICI Prudential Long Term Bond Fund - Growth 1.2 Lac9.66%1.25 Lac 1 Lac7.97%1.08 Lac 3.6 Lac6.86%3.98 Lac 1 Lac5.19%1.16 Lac 6 Lac5.49%6.89 Lac 1 Lac5.50%1.31 Lac 8.4 Lac6.14%10.46 Lac 1 Lac6.02%1.51 Lac 12 Lac6.68%17.01 Lac 1 Lac7.58%2.08 Lac 18 Lac7.24%32.37 Lac 1 Lac7.16%2.82 Lac 0.6 Lac9.78%0.61 Lac 1 Lac23.16%1.05 Lac	1.2 Lac9.66%1.25 Lac 1 Lac7.97%1.08 Lac 3.6 Lac6.86%3.98 Lac 1 Lac5.19%1.16 Lac 6 Lac5.49%6.89 Lac 1 Lac5.50%1.31 Lac 8.4 Lac6.14%10.46 Lac 1 Lac6.02%1.51 Lac 12 Lac6.68%17.01 Lac 1 Lac7.58%2.08 Lac 18 Lac7.24%32.37 Lac 1 Lac7.16%2.82 Lac 0.6 Lac9.78%0.61 Lac 1 Lac23.16%1.05 Lac
	Bandhan Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth 1.2 Lac9.48%1.25 Lac 1 Lac8.13%1.08 Lac 3.6 Lac6.81%3.98 Lac 1 Lac5.17%1.16 Lac 6 Lac5.79%6.94 Lac 1 Lac6.34%1.36 Lac 8.4 Lac7.00%10.8 Lac 1 Lac7.86%1.7 Lac 12 Lac7.69%17.98 Lac 1 Lac8.48%2.26 Lac 18 Lac8.20%35.22 Lac 1 Lac7.69%3.04 Lac 0.6 Lac9.79%0.61 Lac 1 Lac21.79%1.05 Lac	1.2 Lac9.48%1.25 Lac 1 Lac8.13%1.08 Lac 3.6 Lac6.81%3.98 Lac 1 Lac5.17%1.16 Lac 6 Lac5.79%6.94 Lac 1 Lac6.34%1.36 Lac 8.4 Lac7.00%10.8 Lac 1 Lac7.86%1.7 Lac 12 Lac7.69%17.98 Lac 1 Lac8.48%2.26 Lac 18 Lac8.20%35.22 Lac 1 Lac7.69%3.04 Lac 0.6 Lac9.79%0.61 Lac 1 Lac21.79%1.05 Lac
	Kotak Dynamic Bond Fund - Regular Plan - Growth 1.2 Lac9.80%1.26 Lac 1 Lac8.50%1.09 Lac 3.6 Lac6.93%3.99 Lac 1 Lac5.80%1.18 Lac 6 Lac6.22%7.02 Lac 1 Lac6.54%1.37 Lac 8.4 Lac6.78%10.71 Lac 1 Lac6.90%1.6 Lac 12 Lac7.25%17.55 Lac 1 Lac7.85%2.13 Lac 18 Lac7.84%34.12 Lac 1 Lac7.95%3.15 Lac 0.6 Lac10.40%0.61 Lac 1 Lac21.48%1.05 Lac	1.2 Lac9.80%1.26 Lac 1 Lac8.50%1.09 Lac 3.6 Lac6.93%3.99 Lac 1 Lac5.80%1.18 Lac 6 Lac6.22%7.02 Lac 1 Lac6.54%1.37 Lac 8.4 Lac6.78%10.71 Lac 1 Lac6.90%1.6 Lac 12 Lac7.25%17.55 Lac 1 Lac7.85%2.13 Lac 18 Lac7.84%34.12 Lac 1 Lac7.95%3.15 Lac 0.6 Lac10.40%0.61 Lac 1 Lac21.48%1.05 Lac
Total			100000

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Fundvaliz

603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

Maharashtra - 400013

mfservice@fundvaliz.com

About Us

Our Offering

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Disclaimer

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

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Lumpsum Performance

Start Date

End Date

Investment Amount

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Cost of Delay

Investment Date

Delayed Investment Date

Amount

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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 (%)