Fundvaliz Boosting Alpha - Income Oriented

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Boosting Alpha - Income Oriented

5 Years to 7 Years

CAGR (3 Years)5.72%

What's your objective?

To generate returns as a part of your asset allocation for an investment horizon of 5-7 years. The fund portfolios are actively managed in order to generate income that is stable and regular. It is more suited for the conservative investors who want more returns than the traditional FDs with a similar risk profile.

Here's why it works for you -

- It invests in a diversified debt and money market instruments
- Investment in securities that have relatively lower levels of interest rate risk
- Quite ideal for retired citizens

I want to invest

Lumpsum SIP

Amount Share

Boosting Alpha - Income Oriented Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Gilt Fund - Growth 1.2 Lac2.24%1.21 Lac 1 Lac-0.94%0.99 Lac 3.6 Lac3.03%3.76 Lac 1 Lac4.67%1.15 Lac 6 Lac4.39%6.7 Lac 1 Lac4.14%1.23 Lac 8.4 Lac4.63%9.9 Lac 1 Lac6.44%1.55 Lac 12 Lac5.51%15.96 Lac 1 Lac8.39%2.24 Lac 18 Lac6.79%31.12 Lac 1 Lac8.04%3.19 Lac 0.6 Lac2.14%0.6 Lac 1 Lac1.60%1 Lac	1.2 Lac2.24%1.21 Lac 1 Lac-0.94%0.99 Lac 3.6 Lac3.03%3.76 Lac 1 Lac4.67%1.15 Lac 6 Lac4.39%6.7 Lac 1 Lac4.14%1.23 Lac 8.4 Lac4.63%9.9 Lac 1 Lac6.44%1.55 Lac 12 Lac5.51%15.96 Lac 1 Lac8.39%2.24 Lac 18 Lac6.79%31.12 Lac 1 Lac8.04%3.19 Lac 0.6 Lac2.14%0.6 Lac 1 Lac1.60%1 Lac
	ICICI Prudential Long Term Fund - Growth 1.2 Lac2.14%1.21 Lac 1 Lac-1.49%0.99 Lac 3.6 Lac4.12%3.82 Lac 1 Lac5.53%1.18 Lac 6 Lac5.28%6.85 Lac 1 Lac4.55%1.25 Lac 8.4 Lac5.02%10.04 Lac 1 Lac6.02%1.51 Lac 12 Lac5.64%16.07 Lac 1 Lac7.58%2.08 Lac 18 Lac6.55%30.49 Lac 1 Lac7.16%2.82 Lac 0.6 Lac1.71%0.6 Lac 1 Lac-1.72%1 Lac	1.2 Lac2.14%1.21 Lac 1 Lac-1.49%0.99 Lac 3.6 Lac4.12%3.82 Lac 1 Lac5.53%1.18 Lac 6 Lac5.28%6.85 Lac 1 Lac4.55%1.25 Lac 8.4 Lac5.02%10.04 Lac 1 Lac6.02%1.51 Lac 12 Lac5.64%16.07 Lac 1 Lac7.58%2.08 Lac 18 Lac6.55%30.49 Lac 1 Lac7.16%2.82 Lac 0.6 Lac1.71%0.6 Lac 1 Lac-1.72%1 Lac
	Bandhan 10 year Constant Maturity Gilt Fund - Regular Plan - Growth 1.2 Lac3.59%1.22 Lac 1 Lac1.65%1.02 Lac 3.6 Lac5.98%3.93 Lac 1 Lac6.96%1.22 Lac 6 Lac6.58%7.08 Lac 1 Lac5.30%1.29 Lac 8.4 Lac6.12%10.45 Lac 1 Lac7.86%1.7 Lac 12 Lac6.98%17.29 Lac 1 Lac8.48%2.26 Lac 18 Lac7.85%34.15 Lac 1 Lac7.69%3.04 Lac 0.6 Lac2.26%0.6 Lac 1 Lac1.32%1 Lac	1.2 Lac3.59%1.22 Lac 1 Lac1.65%1.02 Lac 3.6 Lac5.98%3.93 Lac 1 Lac6.96%1.22 Lac 6 Lac6.58%7.08 Lac 1 Lac5.30%1.29 Lac 8.4 Lac6.12%10.45 Lac 1 Lac7.86%1.7 Lac 12 Lac6.98%17.29 Lac 1 Lac8.48%2.26 Lac 18 Lac7.85%34.15 Lac 1 Lac7.69%3.04 Lac 0.6 Lac2.26%0.6 Lac 1 Lac1.32%1 Lac
Total			100000

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

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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)

1M
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6M
1Y
3Y
5Y
10Y

Top 10 Holdings

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Top 10 Sectors

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Instrument Holdings

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Asset Allocation

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Credit Rating

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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 (%)