Fundvaliz Income Bloomer

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Income Bloomer

3-5yrs
Conservative

CAGR (3 Years)9.27%

Invest in this portfolio for your short to mid-term goals and relatively lesser risks and returns. Best Suited for Investments in tangible assets like real estate and car or for further education.

What do you gain from the Income Bloomer?

- Fulfil your goals while not compromising on your risk appetite
- Higher diversification in portfolio and risks
- Choose from the researched funds we pick

I want to invest

Lumpsum SIP

Amount Share

Income Bloomer Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Aditya Birla Sun Life Floating Interest Rates Fund - Growth 1.2 Lac6.35%1.24 Lac 1 Lac5.78%1.06 Lac 3.6 Lac7.01%3.99 Lac 1 Lac7.20%1.23 Lac 6 Lac7.10%7.18 Lac 1 Lac6.57%1.37 Lac 8.4 Lac6.76%10.7 Lac 1 Lac6.79%1.58 Lac 12 Lac6.84%17.16 Lac 1 Lac7.44%2.05 Lac 18 Lac7.28%32.48 Lac 1 Lac7.94%3.14 Lac 0.6 Lac6.97%0.61 Lac 1 Lac13.33%1.03 Lac	1.2 Lac6.35%1.24 Lac 1 Lac5.78%1.06 Lac 3.6 Lac7.01%3.99 Lac 1 Lac7.20%1.23 Lac 6 Lac7.10%7.18 Lac 1 Lac6.57%1.37 Lac 8.4 Lac6.76%10.7 Lac 1 Lac6.79%1.58 Lac 12 Lac6.84%17.16 Lac 1 Lac7.44%2.05 Lac 18 Lac7.28%32.48 Lac 1 Lac7.94%3.14 Lac 0.6 Lac6.97%0.61 Lac 1 Lac13.33%1.03 Lac
	HDFC Balanced Advantage Fund - Growth 1.2 Lac-1.34%1.19 Lac 1 Lac-3.22%0.97 Lac 3.6 Lac4.04%3.82 Lac 1 Lac9.66%1.32 Lac 6 Lac10.84%7.92 Lac 1 Lac12.39%1.79 Lac 8.4 Lac14.55%14.45 Lac 1 Lac16.37%2.89 Lac 12 Lac13.90%25.75 Lac 1 Lac14.88%4 Lac 18 Lac13.75%59.12 Lac 1 Lac15.18%8.33 Lac 0.6 Lac1.76%0.6 Lac 1 Lac3.82%1.01 Lac	1.2 Lac-1.34%1.19 Lac 1 Lac-3.22%0.97 Lac 3.6 Lac4.04%3.82 Lac 1 Lac9.66%1.32 Lac 6 Lac10.84%7.92 Lac 1 Lac12.39%1.79 Lac 8.4 Lac14.55%14.45 Lac 1 Lac16.37%2.89 Lac 12 Lac13.90%25.75 Lac 1 Lac14.88%4 Lac 18 Lac13.75%59.12 Lac 1 Lac15.18%8.33 Lac 0.6 Lac1.76%0.6 Lac 1 Lac3.82%1.01 Lac
	ICICI Prudential Dynamic Asset Allocation Active FOF - Growth 1.2 Lac1.73%1.21 Lac 1 Lac-0.92%0.99 Lac 3.6 Lac6.22%3.95 Lac 1 Lac9.09%1.3 Lac 6 Lac9.32%7.61 Lac 1 Lac9.10%1.55 Lac 8.4 Lac10.96%12.55 Lac 1 Lac12.33%2.26 Lac 12 Lac11.19%21.94 Lac 1 Lac12.20%3.16 Lac 18 Lac11.40%47.21 Lac 1 Lac11.94%5.43 Lac 0.6 Lac3.76%0.6 Lac 1 Lac5.63%1.01 Lac	1.2 Lac1.73%1.21 Lac 1 Lac-0.92%0.99 Lac 3.6 Lac6.22%3.95 Lac 1 Lac9.09%1.3 Lac 6 Lac9.32%7.61 Lac 1 Lac9.10%1.55 Lac 8.4 Lac10.96%12.55 Lac 1 Lac12.33%2.26 Lac 12 Lac11.19%21.94 Lac 1 Lac12.20%3.16 Lac 18 Lac11.40%47.21 Lac 1 Lac11.94%5.43 Lac 0.6 Lac3.76%0.6 Lac 1 Lac5.63%1.01 Lac
	Kotak Aggressive Hybrid Fund - Regular Plan - Growth 1.2 Lac5.56%1.23 Lac 1 Lac-0.77%0.99 Lac 3.6 Lac7.57%4.03 Lac 1 Lac10.87%1.36 Lac 6 Lac10.77%7.9 Lac 1 Lac9.86%1.6 Lac 8.4 Lac13.24%13.72 Lac 1 Lac13.65%2.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac9.80%0.61 Lac 1 Lac14.31%1.03 Lac	1.2 Lac5.56%1.23 Lac 1 Lac-0.77%0.99 Lac 3.6 Lac7.57%4.03 Lac 1 Lac10.87%1.36 Lac 6 Lac10.77%7.9 Lac 1 Lac9.86%1.6 Lac 8.4 Lac13.24%13.72 Lac 1 Lac13.65%2.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac9.80%0.61 Lac 1 Lac14.31%1.03 Lac
Total			100000

This is a Regular Plan, which involves payment of trail commission to Fundvaliz by the AMC. See what we earn

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Fundvaliz

603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

Maharashtra - 400013

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About Us

Our Offering

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Disclaimer

FUNDVALIZ LLP, ARN-83867, initial registration 28 Feb 2012, valid 15 Nov 2026 to 14 Nov 2029, EUIN E078348, BSE Star MF member code 25318.
The Funds quoted are exemplary and not recommendatory. Mutual fund investments are subject to market risks. Please read the scheme information and other 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

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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

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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 (%)