Fundvaliz Boosting Alpha - Gilt Based

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Boosting Alpha - Gilt Based

7 Years & Above

CAGR (3 Years)5.72%

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 Gilt Fund - Growth 1.2 Lac1.61%1.21 Lac 1 Lac-1.29%0.99 Lac 3.6 Lac2.88%3.76 Lac 1 Lac4.69%1.15 Lac 6 Lac4.30%6.68 Lac 1 Lac4.15%1.23 Lac 8.4 Lac4.58%9.88 Lac 1 Lac6.44%1.55 Lac 12 Lac5.48%15.93 Lac 1 Lac8.39%2.24 Lac 18 Lac6.78%31.1 Lac 1 Lac8.04%3.19 Lac 0.6 Lac1.49%0.6 Lac 1 Lac3.64%1.01 Lac	1.2 Lac1.61%1.21 Lac 1 Lac-1.29%0.99 Lac 3.6 Lac2.88%3.76 Lac 1 Lac4.69%1.15 Lac 6 Lac4.30%6.68 Lac 1 Lac4.15%1.23 Lac 8.4 Lac4.58%9.88 Lac 1 Lac6.44%1.55 Lac 12 Lac5.48%15.93 Lac 1 Lac8.39%2.24 Lac 18 Lac6.78%31.1 Lac 1 Lac8.04%3.19 Lac 0.6 Lac1.49%0.6 Lac 1 Lac3.64%1.01 Lac
	ICICI Prudential Long Term Fund - Growth 1.2 Lac1.51%1.21 Lac 1 Lac-1.26%0.99 Lac 3.6 Lac3.97%3.82 Lac 1 Lac5.56%1.18 Lac 6 Lac5.19%6.83 Lac 1 Lac4.59%1.25 Lac 8.4 Lac4.98%10.03 Lac 1 Lac6.02%1.51 Lac 12 Lac5.61%16.05 Lac 1 Lac7.58%2.08 Lac 18 Lac6.54%30.46 Lac 1 Lac7.16%2.82 Lac 0.6 Lac1.06%0.6 Lac 1 Lac1.50%1 Lac	1.2 Lac1.51%1.21 Lac 1 Lac-1.26%0.99 Lac 3.6 Lac3.97%3.82 Lac 1 Lac5.56%1.18 Lac 6 Lac5.19%6.83 Lac 1 Lac4.59%1.25 Lac 8.4 Lac4.98%10.03 Lac 1 Lac6.02%1.51 Lac 12 Lac5.61%16.05 Lac 1 Lac7.58%2.08 Lac 18 Lac6.54%30.46 Lac 1 Lac7.16%2.82 Lac 0.6 Lac1.06%0.6 Lac 1 Lac1.50%1 Lac
	Bandhan 10 year Constant Maturity Gilt Fund - Regular Plan - Growth 1.2 Lac4.05%1.22 Lac 1 Lac1.97%1.02 Lac 3.6 Lac6.20%3.95 Lac 1 Lac6.98%1.22 Lac 6 Lac6.71%7.11 Lac 1 Lac5.33%1.3 Lac 8.4 Lac6.23%10.5 Lac 1 Lac7.86%1.7 Lac 12 Lac7.06%17.37 Lac 1 Lac8.48%2.26 Lac 18 Lac7.90%34.3 Lac 1 Lac7.69%3.04 Lac 0.6 Lac3.49%0.6 Lac 1 Lac3.42%1.01 Lac	1.2 Lac4.05%1.22 Lac 1 Lac1.97%1.02 Lac 3.6 Lac6.20%3.95 Lac 1 Lac6.98%1.22 Lac 6 Lac6.71%7.11 Lac 1 Lac5.33%1.3 Lac 8.4 Lac6.23%10.5 Lac 1 Lac7.86%1.7 Lac 12 Lac7.06%17.37 Lac 1 Lac8.48%2.26 Lac 18 Lac7.90%34.3 Lac 1 Lac7.69%3.04 Lac 0.6 Lac3.49%0.6 Lac 1 Lac3.42%1.01 Lac
	Nippon India Gilt Fund - Growth 1.2 Lac3.28%1.22 Lac 1 Lac0.85%1.01 Lac 3.6 Lac4.02%3.82 Lac 1 Lac5.40%1.17 Lac 6 Lac5.00%6.8 Lac 1 Lac4.57%1.25 Lac 8.4 Lac4.94%10.01 Lac 1 Lac6.43%1.55 Lac 12 Lac5.71%16.13 Lac 1 Lac8.27%2.21 Lac 18 Lac6.90%31.42 Lac 1 Lac7.63%3.01 Lac 0.6 Lac3.10%0.6 Lac 1 Lac6.28%1.02 Lac	1.2 Lac3.28%1.22 Lac 1 Lac0.85%1.01 Lac 3.6 Lac4.02%3.82 Lac 1 Lac5.40%1.17 Lac 6 Lac5.00%6.8 Lac 1 Lac4.57%1.25 Lac 8.4 Lac4.94%10.01 Lac 1 Lac6.43%1.55 Lac 12 Lac5.71%16.13 Lac 1 Lac8.27%2.21 Lac 18 Lac6.90%31.42 Lac 1 Lac7.63%3.01 Lac 0.6 Lac3.10%0.6 Lac 1 Lac6.28%1.02 Lac
Total			100000

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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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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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Top 10 Sectors

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SIP Performance

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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 (%)