Fundvaliz Income Bloomer

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Income Bloomer

3-5yrs
Conservative

CAGR (3 Years)16.07%

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 Rate Fund - Growth 1.2 Lac7.44%1.24 Lac 1 Lac7.56%1.08 Lac 3.6 Lac6.57%3.97 Lac 1 Lac5.91%1.19 Lac 6 Lac6.24%7.02 Lac 1 Lac6.58%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 Lac7.84%0.61 Lac 1 Lac16.02%1.04 Lac	1.2 Lac7.44%1.24 Lac 1 Lac7.56%1.08 Lac 3.6 Lac6.57%3.97 Lac 1 Lac5.91%1.19 Lac 6 Lac6.24%7.02 Lac 1 Lac6.58%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 Lac7.84%0.61 Lac 1 Lac16.02%1.04 Lac
	HDFC Balanced Advantage Fund - Growth 1.2 Lac38.57%1.44 Lac 1 Lac39.47%1.39 Lac 3.6 Lac26.45%5.41 Lac 1 Lac25.95%2 Lac 6 Lac24.59%11.6 Lac 1 Lac18.30%2.32 Lac 8.4 Lac19.83%17.92 Lac 1 Lac16.06%2.84 Lac 12 Lac17.14%31.39 Lac 1 Lac16.20%4.49 Lac 18 Lac15.37%69.36 Lac 1 Lac16.87%10.37 Lac 0.6 Lac35.31%0.65 Lac 1 Lac48.10%1.11 Lac	1.2 Lac38.57%1.44 Lac 1 Lac39.47%1.39 Lac 3.6 Lac26.45%5.41 Lac 1 Lac25.95%2 Lac 6 Lac24.59%11.6 Lac 1 Lac18.30%2.32 Lac 8.4 Lac19.83%17.92 Lac 1 Lac16.06%2.84 Lac 12 Lac17.14%31.39 Lac 1 Lac16.20%4.49 Lac 18 Lac15.37%69.36 Lac 1 Lac16.87%10.37 Lac 0.6 Lac35.31%0.65 Lac 1 Lac48.10%1.11 Lac
	ICICI Prudential Asset Allocator Fund (FOF) - Growth 1.2 Lac21.91%1.33 Lac 1 Lac22.37%1.22 Lac 3.6 Lac15.25%4.53 Lac 1 Lac14.56%1.5 Lac 6 Lac15.44%8.96 Lac 1 Lac13.80%1.91 Lac 8.4 Lac13.91%14.09 Lac 1 Lac12.71%2.31 Lac 12 Lac12.97%24.36 Lac 1 Lac12.73%3.31 Lac 18 Lac12.28%51.31 Lac 1 Lac12.85%6.13 Lac 0.6 Lac23.66%0.63 Lac 1 Lac57.18%1.13 Lac	1.2 Lac21.91%1.33 Lac 1 Lac22.37%1.22 Lac 3.6 Lac15.25%4.53 Lac 1 Lac14.56%1.5 Lac 6 Lac15.44%8.96 Lac 1 Lac13.80%1.91 Lac 8.4 Lac13.91%14.09 Lac 1 Lac12.71%2.31 Lac 12 Lac12.97%24.36 Lac 1 Lac12.73%3.31 Lac 18 Lac12.28%51.31 Lac 1 Lac12.85%6.13 Lac 0.6 Lac23.66%0.63 Lac 1 Lac57.18%1.13 Lac
	Kotak Equity Hybrid Fund - Growth 1.2 Lac24.24%1.34 Lac 1 Lac26.91%1.27 Lac 3.6 Lac16.00%4.58 Lac 1 Lac16.16%1.57 Lac 6 Lac18.15%9.66 Lac 1 Lac16.41%2.14 Lac 8.4 Lac15.75%15.16 Lac 1 Lac12.70%2.31 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac25.15%0.63 Lac 1 Lac32.67%1.08 Lac	1.2 Lac24.24%1.34 Lac 1 Lac26.91%1.27 Lac 3.6 Lac16.00%4.58 Lac 1 Lac16.16%1.57 Lac 6 Lac18.15%9.66 Lac 1 Lac16.41%2.14 Lac 8.4 Lac15.75%15.16 Lac 1 Lac12.70%2.31 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac25.15%0.63 Lac 1 Lac32.67%1.08 Lac
Total			100000

Corporate Office

Fundvaliz

603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

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

Start Date

End Date

Investment Amount

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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 (%)