Fundvaliz Boosting Alpha - Gilt Based

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Boosting Alpha - Gilt Based

7 Years & Above

CAGR (3 Years)4.57%

What's your objective?

To generate returns by investing in fixed interest generating Government securities for an investment horizon of 7+ years. It provides for more tax-effective returns, at reasonable returns.

Here's why it works for you -

- It invests in Government securities issued by RBI for fixed tenure
- These funds are a decent mix of low risks and above-average returns
- A good option for a conservative investor with a relatively higher risk appetite

I want to invest

Lumpsum SIP

Amount Share

Boosting Alpha - Gilt Based Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Government Securities Fund - Growth 1.2 Lac8.64%1.25 Lac 1 Lac6.78%1.07 Lac 3.6 Lac6.20%3.95 Lac 1 Lac5.02%1.16 Lac 6 Lac5.95%6.97 Lac 1 Lac7.18%1.41 Lac 8.4 Lac6.60%10.64 Lac 1 Lac6.81%1.59 Lac 12 Lac7.31%17.61 Lac 1 Lac8.74%2.31 Lac 18 Lac8.06%34.79 Lac 1 Lac7.78%3.08 Lac 0.6 Lac11.48%0.61 Lac 1 Lac20.07%1.05 Lac	1.2 Lac8.64%1.25 Lac 1 Lac6.78%1.07 Lac 3.6 Lac6.20%3.95 Lac 1 Lac5.02%1.16 Lac 6 Lac5.95%6.97 Lac 1 Lac7.18%1.41 Lac 8.4 Lac6.60%10.64 Lac 1 Lac6.81%1.59 Lac 12 Lac7.31%17.61 Lac 1 Lac8.74%2.31 Lac 18 Lac8.06%34.79 Lac 1 Lac7.78%3.08 Lac 0.6 Lac11.48%0.61 Lac 1 Lac20.07%1.05 Lac
	ICICI Prudential Long Term Bond Fund - Growth 1.2 Lac8.71%1.25 Lac 1 Lac7.53%1.08 Lac 3.6 Lac6.08%3.94 Lac 1 Lac4.38%1.14 Lac 6 Lac5.28%6.85 Lac 1 Lac6.53%1.37 Lac 8.4 Lac5.99%10.4 Lac 1 Lac6.38%1.54 Lac 12 Lac6.67%17 Lac 1 Lac8.01%2.16 Lac 18 Lac7.18%32.2 Lac 1 Lac7.05%2.78 Lac 0.6 Lac12.96%0.62 Lac 1 Lac23.14%1.05 Lac	1.2 Lac8.71%1.25 Lac 1 Lac7.53%1.08 Lac 3.6 Lac6.08%3.94 Lac 1 Lac4.38%1.14 Lac 6 Lac5.28%6.85 Lac 1 Lac6.53%1.37 Lac 8.4 Lac5.99%10.4 Lac 1 Lac6.38%1.54 Lac 12 Lac6.67%17 Lac 1 Lac8.01%2.16 Lac 18 Lac7.18%32.2 Lac 1 Lac7.05%2.78 Lac 0.6 Lac12.96%0.62 Lac 1 Lac23.14%1.05 Lac
	Bandhan Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth 1.2 Lac7.98%1.24 Lac 1 Lac6.95%1.07 Lac 3.6 Lac5.95%3.93 Lac 1 Lac4.49%1.14 Lac 6 Lac5.61%6.91 Lac 1 Lac7.39%1.43 Lac 8.4 Lac6.93%10.77 Lac 1 Lac7.88%1.7 Lac 12 Lac7.68%17.97 Lac 1 Lac8.51%2.26 Lac 18 Lac8.14%35.04 Lac 1 Lac7.57%2.99 Lac 0.6 Lac10.88%0.61 Lac 1 Lac21.03%1.05 Lac	1.2 Lac7.98%1.24 Lac 1 Lac6.95%1.07 Lac 3.6 Lac5.95%3.93 Lac 1 Lac4.49%1.14 Lac 6 Lac5.61%6.91 Lac 1 Lac7.39%1.43 Lac 8.4 Lac6.93%10.77 Lac 1 Lac7.88%1.7 Lac 12 Lac7.68%17.97 Lac 1 Lac8.51%2.26 Lac 18 Lac8.14%35.04 Lac 1 Lac7.57%2.99 Lac 0.6 Lac10.88%0.61 Lac 1 Lac21.03%1.05 Lac
	Nippon India Gilt Securities Fund - Growth 1.2 Lac7.86%1.24 Lac 1 Lac6.64%1.07 Lac 3.6 Lac5.91%3.93 Lac 1 Lac4.65%1.15 Lac 6 Lac5.48%6.88 Lac 1 Lac6.85%1.39 Lac 8.4 Lac6.31%10.53 Lac 1 Lac6.70%1.57 Lac 12 Lac7.11%17.41 Lac 1 Lac8.51%2.26 Lac 18 Lac7.81%34.03 Lac 1 Lac7.44%2.93 Lac 0.6 Lac10.65%0.61 Lac 1 Lac19.44%1.05 Lac	1.2 Lac7.86%1.24 Lac 1 Lac6.64%1.07 Lac 3.6 Lac5.91%3.93 Lac 1 Lac4.65%1.15 Lac 6 Lac5.48%6.88 Lac 1 Lac6.85%1.39 Lac 8.4 Lac6.31%10.53 Lac 1 Lac6.70%1.57 Lac 12 Lac7.11%17.41 Lac 1 Lac8.51%2.26 Lac 18 Lac7.81%34.03 Lac 1 Lac7.44%2.93 Lac 0.6 Lac10.65%0.61 Lac 1 Lac19.44%1.05 Lac
Total			100000

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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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Cost of Delay

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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 (%)