Fundvaliz Equimedium

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Equimedium

3-5yrs

CAGR (3 Years)28.67%

What's your objective?

To generate relatively higher returns in an investment horizon of 3-5 years and do it with a portfolio that predominantly comprises of equity-related schemes.

How does Equimedium achieve that?

- By investing in diversified mid-cap and multi-cap equity schemes
- By diversifying and being sensitive to market fluctuations
- By Fundvaliz handpicking the best funds in your given investment horizon

I want to invest

Lumpsum SIP

Amount Share

Equimedium Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	ICICI Prudential Bluechip Fund - Growth 1.2 Lac43.01%1.47 Lac 1 Lac41.77%1.42 Lac 3.6 Lac23.80%5.18 Lac 1 Lac22.78%1.85 Lac 6 Lac22.81%11.02 Lac 1 Lac18.11%2.3 Lac 8.4 Lac18.81%17.18 Lac 1 Lac15.72%2.78 Lac 12 Lac16.52%30.21 Lac 1 Lac16.07%4.44 Lac 18 Lac15.73%71.9 Lac 1 Lac17.58%11.35 Lac 0.6 Lac49.84%0.67 Lac 1 Lac58.00%1.13 Lac	1.2 Lac43.01%1.47 Lac 1 Lac41.77%1.42 Lac 3.6 Lac23.80%5.18 Lac 1 Lac22.78%1.85 Lac 6 Lac22.81%11.02 Lac 1 Lac18.11%2.3 Lac 8.4 Lac18.81%17.18 Lac 1 Lac15.72%2.78 Lac 12 Lac16.52%30.21 Lac 1 Lac16.07%4.44 Lac 18 Lac15.73%71.9 Lac 1 Lac17.58%11.35 Lac 0.6 Lac49.84%0.67 Lac 1 Lac58.00%1.13 Lac
	Nippon India Small Cap Fund - Growth 1.2 Lac37.25%1.43 Lac 1 Lac61.28%1.61 Lac 3.6 Lac31.31%5.85 Lac 1 Lac36.31%2.53 Lac 6 Lac35.97%16.29 Lac 1 Lac30.61%3.8 Lac 8.4 Lac28.00%25.46 Lac 1 Lac22.24%4.08 Lac 12 Lac24.48%50.41 Lac 1 Lac27.05%10.96 Lac 18 LacNANA 1 LacNANA 0.6 Lac19.51%0.62 Lac 1 Lac64.26%1.14 Lac	1.2 Lac37.25%1.43 Lac 1 Lac61.28%1.61 Lac 3.6 Lac31.31%5.85 Lac 1 Lac36.31%2.53 Lac 6 Lac35.97%16.29 Lac 1 Lac30.61%3.8 Lac 8.4 Lac28.00%25.46 Lac 1 Lac22.24%4.08 Lac 12 Lac24.48%50.41 Lac 1 Lac27.05%10.96 Lac 18 LacNANA 1 LacNANA 0.6 Lac19.51%0.62 Lac 1 Lac64.26%1.14 Lac
	Tata Infrastructure Fund - Regular Plan - Growth 1.2 Lac63.44%1.62 Lac 1 Lac72.69%1.73 Lac 3.6 Lac36.54%6.38 Lac 1 Lac36.20%2.53 Lac 6 Lac33.51%15.11 Lac 1 Lac25.91%3.16 Lac 8.4 Lac25.47%22.79 Lac 1 Lac18.05%3.19 Lac 12 Lac20.37%38.51 Lac 1 Lac19.59%5.99 Lac 18 Lac16.39%76.84 Lac 1 Lac15.27%8.42 Lac 0.6 Lac72.62%0.7 Lac 1 Lac103.24%1.21 Lac	1.2 Lac63.44%1.62 Lac 1 Lac72.69%1.73 Lac 3.6 Lac36.54%6.38 Lac 1 Lac36.20%2.53 Lac 6 Lac33.51%15.11 Lac 1 Lac25.91%3.16 Lac 8.4 Lac25.47%22.79 Lac 1 Lac18.05%3.19 Lac 12 Lac20.37%38.51 Lac 1 Lac19.59%5.99 Lac 18 Lac16.39%76.84 Lac 1 Lac15.27%8.42 Lac 0.6 Lac72.62%0.7 Lac 1 Lac103.24%1.21 Lac
	UTI Transportation and Logistics Fund - Regular Plan - Growth 1.2 Lac56.34%1.56 Lac 1 Lac62.22%1.62 Lac 3.6 Lac32.77%6 Lac 1 Lac29.38%2.17 Lac 6 Lac28.71%13.09 Lac 1 Lac20.09%2.5 Lac 8.4 Lac20.03%18.07 Lac 1 Lac12.43%2.27 Lac 12 Lac15.78%28.86 Lac 1 Lac17.61%5.06 Lac 18 Lac18.16%92.07 Lac 1 Lac22.26%20.39 Lac 0.6 Lac68.49%0.69 Lac 1 Lac77.06%1.17 Lac	1.2 Lac56.34%1.56 Lac 1 Lac62.22%1.62 Lac 3.6 Lac32.77%6 Lac 1 Lac29.38%2.17 Lac 6 Lac28.71%13.09 Lac 1 Lac20.09%2.5 Lac 8.4 Lac20.03%18.07 Lac 1 Lac12.43%2.27 Lac 12 Lac15.78%28.86 Lac 1 Lac17.61%5.06 Lac 18 Lac18.16%92.07 Lac 1 Lac22.26%20.39 Lac 0.6 Lac68.49%0.69 Lac 1 Lac77.06%1.17 Lac
	Axis Growth Opportunities Fund - Regular Plan - Growth 1.2 Lac41.02%1.45 Lac 1 Lac45.60%1.46 Lac 3.6 Lac21.28%4.98 Lac 1 Lac20.53%1.75 Lac 6 Lac22.90%11.05 Lac 1 Lac21.26%2.62 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac51.14%0.67 Lac 1 Lac55.18%1.12 Lac	1.2 Lac41.02%1.45 Lac 1 Lac45.60%1.46 Lac 3.6 Lac21.28%4.98 Lac 1 Lac20.53%1.75 Lac 6 Lac22.90%11.05 Lac 1 Lac21.26%2.62 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac51.14%0.67 Lac 1 Lac55.18%1.12 Lac
Total			100000

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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 (%)