Fundvaliz Boosting Alpha - Ultra Save

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Boosting Alpha - Ultra Save

6 Months to 1 Year

CAGR (3 Years)5.71%

What's your objective?

To generate relatively better returns than a recurring deposit or short-term fixed deposits for an investment horizon of 6 months - 1 year. The aim could be to save for a shift of houses or a smaller-budget vacation.

Here's why it works for you -

- It invests in money market and low duration funds
- Very low risk
- One of the safest ways of investing

I want to invest

Lumpsum SIP

Amount Share

Boosting Alpha - Ultra Save Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Floating Rate Fund - Growth 1.2 Lac7.43%1.24 Lac 1 Lac7.55%1.08 Lac 3.6 Lac6.57%3.97 Lac 1 Lac5.91%1.19 Lac 6 Lac6.24%7.02 Lac 1 Lac6.59%1.38 Lac 8.4 Lac6.52%10.61 Lac 1 Lac6.82%1.59 Lac 12 Lac6.90%17.21 Lac 1 Lac7.48%2.06 Lac 18 Lac7.55%33.26 Lac 1 Lac7.94%3.15 Lac 0.6 Lac7.85%0.61 Lac 1 Lac15.95%1.04 Lac	1.2 Lac7.43%1.24 Lac 1 Lac7.55%1.08 Lac 3.6 Lac6.57%3.97 Lac 1 Lac5.91%1.19 Lac 6 Lac6.24%7.02 Lac 1 Lac6.59%1.38 Lac 8.4 Lac6.52%10.61 Lac 1 Lac6.82%1.59 Lac 12 Lac6.90%17.21 Lac 1 Lac7.48%2.06 Lac 18 Lac7.55%33.26 Lac 1 Lac7.94%3.15 Lac 0.6 Lac7.85%0.61 Lac 1 Lac15.95%1.04 Lac
	ICICI Prudential Money Market Fund - Growth 1.2 Lac7.43%1.24 Lac 1 Lac7.51%1.08 Lac 3.6 Lac6.53%3.96 Lac 1 Lac5.73%1.18 Lac 6 Lac5.91%6.96 Lac 1 Lac5.97%1.34 Lac 8.4 Lac6.08%10.44 Lac 1 Lac6.37%1.54 Lac 12 Lac6.38%16.73 Lac 1 Lac6.88%1.95 Lac 18 Lac6.94%31.53 Lac 1 Lac7.02%2.77 Lac 0.6 Lac7.73%0.61 Lac 1 Lac15.97%1.04 Lac	1.2 Lac7.43%1.24 Lac 1 Lac7.51%1.08 Lac 3.6 Lac6.53%3.96 Lac 1 Lac5.73%1.18 Lac 6 Lac5.91%6.96 Lac 1 Lac5.97%1.34 Lac 8.4 Lac6.08%10.44 Lac 1 Lac6.37%1.54 Lac 12 Lac6.38%16.73 Lac 1 Lac6.88%1.95 Lac 18 Lac6.94%31.53 Lac 1 Lac7.02%2.77 Lac 0.6 Lac7.73%0.61 Lac 1 Lac15.97%1.04 Lac
	HDFC Floating Rate Debt Fund - Growth 1.2 Lac7.63%1.24 Lac 1 Lac7.94%1.08 Lac 3.6 Lac6.69%3.97 Lac 1 Lac6.03%1.19 Lac 6 Lac6.43%7.05 Lac 1 Lac6.80%1.39 Lac 8.4 Lac6.67%10.67 Lac 1 Lac6.91%1.6 Lac 12 Lac6.98%17.29 Lac 1 Lac7.48%2.06 Lac 18 Lac7.50%33.11 Lac 1 Lac7.66%3.02 Lac 0.6 Lac7.95%0.61 Lac 1 Lac16.25%1.04 Lac	1.2 Lac7.63%1.24 Lac 1 Lac7.94%1.08 Lac 3.6 Lac6.69%3.97 Lac 1 Lac6.03%1.19 Lac 6 Lac6.43%7.05 Lac 1 Lac6.80%1.39 Lac 8.4 Lac6.67%10.67 Lac 1 Lac6.91%1.6 Lac 12 Lac6.98%17.29 Lac 1 Lac7.48%2.06 Lac 18 Lac7.50%33.11 Lac 1 Lac7.66%3.02 Lac 0.6 Lac7.95%0.61 Lac 1 Lac16.25%1.04 Lac
	Bandhan Low Duration Fund - Regular Plan - Growth 1.2 Lac6.87%1.24 Lac 1 Lac6.89%1.07 Lac 3.6 Lac6.00%3.93 Lac 1 Lac5.24%1.17 Lac 6 Lac5.57%6.9 Lac 1 Lac5.88%1.33 Lac 8.4 Lac5.87%10.36 Lac 1 Lac6.24%1.53 Lac 12 Lac6.32%16.68 Lac 1 Lac6.99%1.97 Lac 18 Lac7.07%31.89 Lac 1 Lac7.38%2.91 Lac 0.6 Lac7.18%0.61 Lac 1 Lac14.88%1.04 Lac	1.2 Lac6.87%1.24 Lac 1 Lac6.89%1.07 Lac 3.6 Lac6.00%3.93 Lac 1 Lac5.24%1.17 Lac 6 Lac5.57%6.9 Lac 1 Lac5.88%1.33 Lac 8.4 Lac5.87%10.36 Lac 1 Lac6.24%1.53 Lac 12 Lac6.32%16.68 Lac 1 Lac6.99%1.97 Lac 18 Lac7.07%31.89 Lac 1 Lac7.38%2.91 Lac 0.6 Lac7.18%0.61 Lac 1 Lac14.88%1.04 Lac
Total			100000

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603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

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Maharashtra - 400013

mfservice@fundvaliz.com

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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.

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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

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Instrument Holdings

Instruments	(%)

Asset Allocation

Market Cap Allocation

Credit Rating

Rating	(%)

SIP Performance

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End Date

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Lumpsum Performance

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End Date

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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 (%)