Fundvaliz Income Builder

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Income Builder

3-5yrs
Balanced

CAGR (3 Years)22.15%

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 Builder?

- Inflation beating mid-term returns
- Higher diversification in portfolio and risks
- Fundvaliz’s handpicked portfolio picks

I want to invest

Lumpsum SIP

Amount Share

Income Builder Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	ICICI Prudential Bluechip Fund - Growth 1.2 Lac37.90%1.43 Lac 1 Lac38.44%1.38 Lac 3.6 Lac22.50%5.08 Lac 1 Lac21.09%1.78 Lac 6 Lac22.17%10.82 Lac 1 Lac17.32%2.22 Lac 8.4 Lac18.37%16.87 Lac 1 Lac15.57%2.75 Lac 12 Lac16.17%29.56 Lac 1 Lac15.83%4.35 Lac 18 Lac15.52%70.4 Lac 1 Lac17.58%11.35 Lac 0.6 Lac37.09%0.65 Lac 1 Lac42.16%1.1 Lac	1.2 Lac37.90%1.43 Lac 1 Lac38.44%1.38 Lac 3.6 Lac22.50%5.08 Lac 1 Lac21.09%1.78 Lac 6 Lac22.17%10.82 Lac 1 Lac17.32%2.22 Lac 8.4 Lac18.37%16.87 Lac 1 Lac15.57%2.75 Lac 12 Lac16.17%29.56 Lac 1 Lac15.83%4.35 Lac 18 Lac15.52%70.4 Lac 1 Lac17.58%11.35 Lac 0.6 Lac37.09%0.65 Lac 1 Lac42.16%1.1 Lac
	HDFC Balanced Advantage Fund - Growth 1.2 Lac33.92%1.41 Lac 1 Lac38.40%1.38 Lac 3.6 Lac25.22%5.3 Lac 1 Lac25.00%1.95 Lac 6 Lac23.91%11.38 Lac 1 Lac17.89%2.28 Lac 8.4 Lac19.37%17.58 Lac 1 Lac16.11%2.85 Lac 12 Lac16.78%30.7 Lac 1 Lac16.14%4.46 Lac 18 Lac15.15%67.85 Lac 1 Lac16.92%10.43 Lac 0.6 Lac24.18%0.63 Lac 1 Lac38.86%1.09 Lac	1.2 Lac33.92%1.41 Lac 1 Lac38.40%1.38 Lac 3.6 Lac25.22%5.3 Lac 1 Lac25.00%1.95 Lac 6 Lac23.91%11.38 Lac 1 Lac17.89%2.28 Lac 8.4 Lac19.37%17.58 Lac 1 Lac16.11%2.85 Lac 12 Lac16.78%30.7 Lac 1 Lac16.14%4.46 Lac 18 Lac15.15%67.85 Lac 1 Lac16.92%10.43 Lac 0.6 Lac24.18%0.63 Lac 1 Lac38.86%1.09 Lac
	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth 1.2 Lac27.13%1.36 Lac 1 Lac32.19%1.32 Lac 3.6 Lac19.05%4.81 Lac 1 Lac19.08%1.69 Lac 6 Lac19.22%9.96 Lac 1 Lac16.16%2.11 Lac 8.4 Lac16.28%15.49 Lac 1 Lac13.77%2.47 Lac 12 Lac14.12%26.09 Lac 1 Lac14.16%3.76 Lac 18 LacNANA 1 LacNANA 0.6 Lac21.52%0.63 Lac 1 Lac32.52%1.08 Lac	1.2 Lac27.13%1.36 Lac 1 Lac32.19%1.32 Lac 3.6 Lac19.05%4.81 Lac 1 Lac19.08%1.69 Lac 6 Lac19.22%9.96 Lac 1 Lac16.16%2.11 Lac 8.4 Lac16.28%15.49 Lac 1 Lac13.77%2.47 Lac 12 Lac14.12%26.09 Lac 1 Lac14.16%3.76 Lac 18 LacNANA 1 LacNANA 0.6 Lac21.52%0.63 Lac 1 Lac32.52%1.08 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

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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Terms & Conditions

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)

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10Y

Top 10 Holdings

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Top 10 Sectors

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SIP Performance

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Lumpsum Performance

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Cost of Delay

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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 (%)