Fundvaliz Equishort

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Equishort

2-3yrs

CAGR (3 Years)13.63%

What's your objective?

To generate relatively higher returns in an investment horizon of 2-3 years and do it with a portfolio that predominantly comprises of equity-related schemes.

How does Equishort achieve that?

- By investing in comparatively higher-risk & equity-oriented portfolio, for better returns
- By diversifying the risk across schemes
- By Fundvaliz handpicking the best funds in your given investment horizon

I want to invest

Lumpsum SIP

Amount Share

Equishort Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	ICICI Prudential Balanced Advantage Fund - Growth 1.2 Lac20.67%1.32 Lac 1 Lac20.72%1.21 Lac 3.6 Lac14.11%4.45 Lac 1 Lac13.28%1.45 Lac 6 Lac14.33%8.7 Lac 1 Lac12.45%1.8 Lac 8.4 Lac12.78%13.47 Lac 1 Lac11.21%2.1 Lac 12 Lac11.90%22.87 Lac 1 Lac12.35%3.2 Lac 18 Lac12.48%52.3 Lac 1 Lac14.04%7.17 Lac 0.6 Lac19.92%0.63 Lac 1 Lac22.16%1.05 Lac	1.2 Lac20.67%1.32 Lac 1 Lac20.72%1.21 Lac 3.6 Lac14.11%4.45 Lac 1 Lac13.28%1.45 Lac 6 Lac14.33%8.7 Lac 1 Lac12.45%1.8 Lac 8.4 Lac12.78%13.47 Lac 1 Lac11.21%2.1 Lac 12 Lac11.90%22.87 Lac 1 Lac12.35%3.2 Lac 18 Lac12.48%52.3 Lac 1 Lac14.04%7.17 Lac 0.6 Lac19.92%0.63 Lac 1 Lac22.16%1.05 Lac
	ICICI Prudential Equity Savings Fund - Cumulative 1.2 Lac10.84%1.26 Lac 1 Lac10.78%1.11 Lac 3.6 Lac9.02%4.12 Lac 1 Lac8.19%1.27 Lac 6 Lac9.12%7.57 Lac 1 Lac7.89%1.46 Lac 8.4 Lac8.48%11.42 Lac 1 Lac7.59%1.67 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac10.37%0.61 Lac 1 Lac8.62%1.02 Lac	1.2 Lac10.84%1.26 Lac 1 Lac10.78%1.11 Lac 3.6 Lac9.02%4.12 Lac 1 Lac8.19%1.27 Lac 6 Lac9.12%7.57 Lac 1 Lac7.89%1.46 Lac 8.4 Lac8.48%11.42 Lac 1 Lac7.59%1.67 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac10.37%0.61 Lac 1 Lac8.62%1.02 Lac
	HDFC Balanced Advantage Fund - Growth 1.2 Lac35.79%1.42 Lac 1 Lac38.74%1.39 Lac 3.6 Lac25.45%5.32 Lac 1 Lac25.19%1.96 Lac 6 Lac24.06%11.42 Lac 1 Lac17.82%2.27 Lac 8.4 Lac19.48%17.67 Lac 1 Lac16.09%2.84 Lac 12 Lac16.91%30.95 Lac 1 Lac16.39%4.56 Lac 18 Lac15.23%68.4 Lac 1 Lac17.03%10.58 Lac 0.6 Lac28.27%0.64 Lac 1 Lac39.54%1.09 Lac	1.2 Lac35.79%1.42 Lac 1 Lac38.74%1.39 Lac 3.6 Lac25.45%5.32 Lac 1 Lac25.19%1.96 Lac 6 Lac24.06%11.42 Lac 1 Lac17.82%2.27 Lac 8.4 Lac19.48%17.67 Lac 1 Lac16.09%2.84 Lac 12 Lac16.91%30.95 Lac 1 Lac16.39%4.56 Lac 18 Lac15.23%68.4 Lac 1 Lac17.03%10.58 Lac 0.6 Lac28.27%0.64 Lac 1 Lac39.54%1.09 Lac
	Invesco India Arbitrage Fund - Growth 1.2 Lac7.74%1.24 Lac 1 Lac7.87%1.08 Lac 3.6 Lac6.63%3.97 Lac 1 Lac5.82%1.19 Lac 6 Lac5.73%6.93 Lac 1 Lac5.41%1.3 Lac 8.4 Lac5.57%10.24 Lac 1 Lac5.52%1.46 Lac 12 Lac5.63%16.06 Lac 1 Lac5.99%1.79 Lac 18 Lac6.11%29.36 Lac 1 Lac6.36%2.52 Lac 0.6 Lac7.80%0.61 Lac 1 Lac7.94%1.02 Lac	1.2 Lac7.74%1.24 Lac 1 Lac7.87%1.08 Lac 3.6 Lac6.63%3.97 Lac 1 Lac5.82%1.19 Lac 6 Lac5.73%6.93 Lac 1 Lac5.41%1.3 Lac 8.4 Lac5.57%10.24 Lac 1 Lac5.52%1.46 Lac 12 Lac5.63%16.06 Lac 1 Lac5.99%1.79 Lac 18 Lac6.11%29.36 Lac 1 Lac6.36%2.52 Lac 0.6 Lac7.80%0.61 Lac 1 Lac7.94%1.02 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

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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

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 (%)