Fundvaliz Boosting Alpha - Short Term

Request a Call

Boosting Alpha - Short Term

2 Years to 3 Years

CAGR (3 Years)5.12%

What's your objective?

To generate relatively better returns than a fixed deposits or recurring deposits for an investment horizon of 2-3 years. The aim could also be asset allocation or portfolio diversification.

Here's why it works for you -

- It invests in a combination of funds invested in corporate bonds, bank certificate of deposits and Government securities.
- Very low risk
- One of the safest ways of investing

I want to invest

Lumpsum SIP

Amount Share

Boosting Alpha - Short Term Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Banking and PSU Debt - Growth 1.2 Lac6.87%1.24 Lac 1 Lac6.64%1.07 Lac 3.6 Lac5.92%3.93 Lac 1 Lac5.30%1.17 Lac 6 Lac5.96%6.97 Lac 1 Lac6.90%1.4 Lac 8.4 Lac6.48%10.59 Lac 1 Lac6.86%1.59 Lac 12 Lac7.01%17.32 Lac 1 Lac7.88%2.13 Lac 18 Lac7.80%34 Lac 1 Lac7.99%3.17 Lac 0.6 Lac7.54%0.61 Lac 1 Lac15.07%1.04 Lac	1.2 Lac6.87%1.24 Lac 1 Lac6.64%1.07 Lac 3.6 Lac5.92%3.93 Lac 1 Lac5.30%1.17 Lac 6 Lac5.96%6.97 Lac 1 Lac6.90%1.4 Lac 8.4 Lac6.48%10.59 Lac 1 Lac6.86%1.59 Lac 12 Lac7.01%17.32 Lac 1 Lac7.88%2.13 Lac 18 Lac7.80%34 Lac 1 Lac7.99%3.17 Lac 0.6 Lac7.54%0.61 Lac 1 Lac15.07%1.04 Lac
	Kotak Bond Short Term Fund - Growth 1.2 Lac6.71%1.24 Lac 1 Lac6.49%1.06 Lac 3.6 Lac5.57%3.91 Lac 1 Lac4.91%1.15 Lac 6 Lac5.51%6.89 Lac 1 Lac6.30%1.36 Lac 8.4 Lac6.00%10.41 Lac 1 Lac6.30%1.53 Lac 12 Lac6.42%16.77 Lac 1 Lac7.08%1.98 Lac 18 Lac6.98%31.64 Lac 1 Lac7.09%2.8 Lac 0.6 Lac7.57%0.61 Lac 1 Lac15.02%1.04 Lac	1.2 Lac6.71%1.24 Lac 1 Lac6.49%1.06 Lac 3.6 Lac5.57%3.91 Lac 1 Lac4.91%1.15 Lac 6 Lac5.51%6.89 Lac 1 Lac6.30%1.36 Lac 8.4 Lac6.00%10.41 Lac 1 Lac6.30%1.53 Lac 12 Lac6.42%16.77 Lac 1 Lac7.08%1.98 Lac 18 Lac6.98%31.64 Lac 1 Lac7.09%2.8 Lac 0.6 Lac7.57%0.61 Lac 1 Lac15.02%1.04 Lac
	Kotak Dynamic Bond Fund - Regular Plan - Growth 1.2 Lac8.79%1.25 Lac 1 Lac6.90%1.07 Lac 3.6 Lac6.26%3.95 Lac 1 Lac5.06%1.16 Lac 6 Lac6.02%6.98 Lac 1 Lac6.87%1.39 Lac 8.4 Lac6.64%10.66 Lac 1 Lac6.95%1.6 Lac 12 Lac7.21%17.51 Lac 1 Lac7.81%2.12 Lac 18 Lac7.81%34.03 Lac 1 Lac7.87%3.12 Lac 0.6 Lac11.33%0.61 Lac 1 Lac19.04%1.05 Lac	1.2 Lac8.79%1.25 Lac 1 Lac6.90%1.07 Lac 3.6 Lac6.26%3.95 Lac 1 Lac5.06%1.16 Lac 6 Lac6.02%6.98 Lac 1 Lac6.87%1.39 Lac 8.4 Lac6.64%10.66 Lac 1 Lac6.95%1.6 Lac 12 Lac7.21%17.51 Lac 1 Lac7.81%2.12 Lac 18 Lac7.81%34.03 Lac 1 Lac7.87%3.12 Lac 0.6 Lac11.33%0.61 Lac 1 Lac19.04%1.05 Lac
Total			100000

Corporate Office

Fundvaliz

603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

Maharashtra - 400013

mfservice@fundvaliz.com

About Us

Our Offering

Terms & Conditions

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.

Copyright © 2024 Fundvaliz. All rights reserved.

Technology partner & financial data provider - ●●● Accord Fintech Pvt. Ltd.

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

Go

Lumpsum Performance

Start Date

End Date

Investment Amount

Go

Cost of Delay

Investment Date

Delayed Investment Date

Amount

Go

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 (%)