Fundvaliz Income Booster

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Income Booster

3-5yrs
Aggressive

CAGR (3 Years)25.4%

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 a home/car or for further education.

What do you gain from the Income Booster?

- Inflation beating mid-term returns
- Higher diversification in portfolio and risks
- Choose from the researched funds we pick

I want to invest

Lumpsum SIP

Amount Share

Income Booster Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	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 Focused Equity Fund - Growth 1.2 Lac18.62%1.31 Lac 1 Lac30.04%1.3 Lac 3.6 Lac15.73%4.56 Lac 1 Lac17.67%1.63 Lac 6 Lac20.25%10.25 Lac 1 Lac16.34%2.13 Lac 8.4 Lac16.71%15.76 Lac 1 Lac13.59%2.44 Lac 12 Lac15.26%27.96 Lac 1 Lac17.77%5.13 Lac 18 Lac16.31%76.22 Lac 1 Lac18.38%12.57 Lac 0.6 Lac3.45%0.6 Lac 1 Lac20.61%1.05 Lac	1.2 Lac18.62%1.31 Lac 1 Lac30.04%1.3 Lac 3.6 Lac15.73%4.56 Lac 1 Lac17.67%1.63 Lac 6 Lac20.25%10.25 Lac 1 Lac16.34%2.13 Lac 8.4 Lac16.71%15.76 Lac 1 Lac13.59%2.44 Lac 12 Lac15.26%27.96 Lac 1 Lac17.77%5.13 Lac 18 Lac16.31%76.22 Lac 1 Lac18.38%12.57 Lac 0.6 Lac3.45%0.6 Lac 1 Lac20.61%1.05 Lac
	ICICI Prudential Large and Mid Cap Fund - Growth 1.2 Lac38.51%1.44 Lac 1 Lac44.93%1.45 Lac 3.6 Lac25.37%5.32 Lac 1 Lac26.73%2.04 Lac 6 Lac26.11%12.13 Lac 1 Lac20.65%2.56 Lac 8.4 Lac20.81%18.67 Lac 1 Lac16.22%2.86 Lac 12 Lac17.42%31.95 Lac 1 Lac16.31%4.53 Lac 18 Lac15.94%73.43 Lac 1 Lac16.92%10.43 Lac 0.6 Lac33.11%0.64 Lac 1 Lac48.95%1.11 Lac	1.2 Lac38.51%1.44 Lac 1 Lac44.93%1.45 Lac 3.6 Lac25.37%5.32 Lac 1 Lac26.73%2.04 Lac 6 Lac26.11%12.13 Lac 1 Lac20.65%2.56 Lac 8.4 Lac20.81%18.67 Lac 1 Lac16.22%2.86 Lac 12 Lac17.42%31.95 Lac 1 Lac16.31%4.53 Lac 18 Lac15.94%73.43 Lac 1 Lac16.92%10.43 Lac 0.6 Lac33.11%0.64 Lac 1 Lac48.95%1.11 Lac
	Tata Infrastructure Fund - Regular Plan - Growth 1.2 Lac50.50%1.52 Lac 1 Lac66.92%1.67 Lac 3.6 Lac32.85%6.01 Lac 1 Lac33.82%2.4 Lac 6 Lac31.69%14.3 Lac 1 Lac25.00%3.05 Lac 8.4 Lac24.22%21.59 Lac 1 Lac18.04%3.19 Lac 12 Lac19.50%36.43 Lac 1 Lac19.29%5.83 Lac 18 Lac15.84%72.7 Lac 1 Lac15.31%8.47 Lac 0.6 Lac41.80%0.65 Lac 1 Lac73.38%1.16 Lac	1.2 Lac50.50%1.52 Lac 1 Lac66.92%1.67 Lac 3.6 Lac32.85%6.01 Lac 1 Lac33.82%2.4 Lac 6 Lac31.69%14.3 Lac 1 Lac25.00%3.05 Lac 8.4 Lac24.22%21.59 Lac 1 Lac18.04%3.19 Lac 12 Lac19.50%36.43 Lac 1 Lac19.29%5.83 Lac 18 Lac15.84%72.7 Lac 1 Lac15.31%8.47 Lac 0.6 Lac41.80%0.65 Lac 1 Lac73.38%1.16 Lac
	Parag Parikh Flexi Cap Fund - Regular Plan - Growth 1.2 Lac33.54%1.4 Lac 1 Lac36.73%1.37 Lac 3.6 Lac21.48%4.99 Lac 1 Lac20.99%1.77 Lac 6 Lac24.35%11.52 Lac 1 Lac22.43%2.75 Lac 8.4 Lac21.72%19.4 Lac 1 Lac19.87%3.56 Lac 12 Lac19.43%36.26 Lac 1 Lac18.85%5.62 Lac 18 LacNANA 1 LacNANA 0.6 Lac27.97%0.64 Lac 1 Lac38.37%1.09 Lac	1.2 Lac33.54%1.4 Lac 1 Lac36.73%1.37 Lac 3.6 Lac21.48%4.99 Lac 1 Lac20.99%1.77 Lac 6 Lac24.35%11.52 Lac 1 Lac22.43%2.75 Lac 8.4 Lac21.72%19.4 Lac 1 Lac19.87%3.56 Lac 12 Lac19.43%36.26 Lac 1 Lac18.85%5.62 Lac 18 LacNANA 1 LacNANA 0.6 Lac27.97%0.64 Lac 1 Lac38.37%1.09 Lac
Total			100000

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603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

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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

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 (%)