Fundvaliz Equilong

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Equilong

7 ++

CAGR (3 Years)27.62%

What's your objective?

To generate relatively higher returns in an investment horizon of 7+ years and do it with a portfolio that predominantly comprises of a value-based investing approach with investments in equity-related schemes.

How does Equilong achieve that?

- By investing in diversified and aggressive small and mid-cap equity schemes
- The aim is to create more value in your portfolio based on current market condition
- By Fundvaliz handpicking the best funds in your given investment horizon

I want to invest

Lumpsum SIP

Amount Share

Equilong Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	ICICI Prudential Technology Fund - Growth 1.2 Lac32.01%1.39 Lac 1 Lac33.20%1.33 Lac 3.6 Lac13.91%4.44 Lac 1 Lac14.92%1.52 Lac 6 Lac24.97%11.73 Lac 1 Lac23.36%2.86 Lac 8.4 Lac24.04%21.42 Lac 1 Lac23.53%4.39 Lac 12 Lac20.84%39.7 Lac 1 Lac18.37%5.4 Lac 18 Lac20.52%117.88 Lac 1 Lac23.95%25.05 Lac 0.6 Lac17.16%0.62 Lac 1 Lac21.92%1.05 Lac	1.2 Lac32.01%1.39 Lac 1 Lac33.20%1.33 Lac 3.6 Lac13.91%4.44 Lac 1 Lac14.92%1.52 Lac 6 Lac24.97%11.73 Lac 1 Lac23.36%2.86 Lac 8.4 Lac24.04%21.42 Lac 1 Lac23.53%4.39 Lac 12 Lac20.84%39.7 Lac 1 Lac18.37%5.4 Lac 18 Lac20.52%117.88 Lac 1 Lac23.95%25.05 Lac 0.6 Lac17.16%0.62 Lac 1 Lac21.92%1.05 Lac
	ICICI Prudential Business Cycle Fund - Growth 1.2 Lac49.50%1.51 Lac 1 Lac49.31%1.49 Lac 3.6 Lac27.89%5.54 Lac 1 Lac25.25%1.96 Lac 6 LacNANA 1 LacNANA 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac53.44%0.67 Lac 1 Lac58.01%1.13 Lac	1.2 Lac49.50%1.51 Lac 1 Lac49.31%1.49 Lac 3.6 Lac27.89%5.54 Lac 1 Lac25.25%1.96 Lac 6 LacNANA 1 LacNANA 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac53.44%0.67 Lac 1 Lac58.01%1.13 Lac
	Bandhan Infrastructure Fund - Regular Plan - Growth 1.2 Lac56.99%1.57 Lac 1 Lac76.91%1.77 Lac 3.6 Lac34.21%6.14 Lac 1 Lac34.74%2.45 Lac 6 Lac32.74%14.76 Lac 1 Lac24.22%2.96 Lac 8.4 Lac23.47%20.91 Lac 1 Lac16.83%2.97 Lac 12 Lac18.91%35.09 Lac 1 Lac18.34%5.39 Lac 18 LacNANA 1 LacNANA 0.6 Lac46.65%0.66 Lac 1 Lac86.17%1.18 Lac	1.2 Lac56.99%1.57 Lac 1 Lac76.91%1.77 Lac 3.6 Lac34.21%6.14 Lac 1 Lac34.74%2.45 Lac 6 Lac32.74%14.76 Lac 1 Lac24.22%2.96 Lac 8.4 Lac23.47%20.91 Lac 1 Lac16.83%2.97 Lac 12 Lac18.91%35.09 Lac 1 Lac18.34%5.39 Lac 18 LacNANA 1 LacNANA 0.6 Lac46.65%0.66 Lac 1 Lac86.17%1.18 Lac
	Kotak Emerging Equity Fund - Growth 1.2 Lac22.03%1.33 Lac 1 Lac39.84%1.4 Lac 3.6 Lac19.22%4.82 Lac 1 Lac22.66%1.85 Lac 6 Lac24.14%11.45 Lac 1 Lac22.21%2.73 Lac 8.4 Lac20.19%18.2 Lac 1 Lac16.89%2.98 Lac 12 Lac18.54%34.27 Lac 1 Lac22.03%7.32 Lac 18 Lac18.94%99.83 Lac 1 Lac20.97%17.39 Lac 0.6 Lac4.39%0.61 Lac 1 Lac31.62%1.07 Lac	1.2 Lac22.03%1.33 Lac 1 Lac39.84%1.4 Lac 3.6 Lac19.22%4.82 Lac 1 Lac22.66%1.85 Lac 6 Lac24.14%11.45 Lac 1 Lac22.21%2.73 Lac 8.4 Lac20.19%18.2 Lac 1 Lac16.89%2.98 Lac 12 Lac18.54%34.27 Lac 1 Lac22.03%7.32 Lac 18 Lac18.94%99.83 Lac 1 Lac20.97%17.39 Lac 0.6 Lac4.39%0.61 Lac 1 Lac31.62%1.07 Lac
	Nippon India Small Cap Fund - Growth 1.2 Lac29.27%1.37 Lac 1 Lac55.61%1.56 Lac 3.6 Lac28.80%5.62 Lac 1 Lac34.69%2.44 Lac 6 Lac34.75%15.69 Lac 1 Lac29.34%3.62 Lac 8.4 Lac27.12%24.49 Lac 1 Lac22.03%4.03 Lac 12 Lac23.87%48.41 Lac 1 Lac26.59%10.57 Lac 18 LacNANA 1 LacNANA 0.6 Lac2.02%0.6 Lac 1 Lac37.62%1.09 Lac	1.2 Lac29.27%1.37 Lac 1 Lac55.61%1.56 Lac 3.6 Lac28.80%5.62 Lac 1 Lac34.69%2.44 Lac 6 Lac34.75%15.69 Lac 1 Lac29.34%3.62 Lac 8.4 Lac27.12%24.49 Lac 1 Lac22.03%4.03 Lac 12 Lac23.87%48.41 Lac 1 Lac26.59%10.57 Lac 18 LacNANA 1 LacNANA 0.6 Lac2.02%0.6 Lac 1 Lac37.62%1.09 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)

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

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Lumpsum Performance

Start Date

End Date

Investment Amount

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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 (%)