Fundvaliz Income Builder

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Income Builder

3-5yrs
Balanced

CAGR (3 Years)21.58%

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 Lac42.73%1.47 Lac 1 Lac38.67%1.39 Lac 3.6 Lac26.91%5.45 Lac 1 Lac22.25%1.83 Lac 6 Lac24.91%11.71 Lac 1 Lac20.99%2.59 Lac 8.4 Lac20.37%18.33 Lac 1 Lac15.90%2.81 Lac 12 Lac17.52%32.15 Lac 1 Lac14.85%3.99 Lac 18 Lac16.25%75.76 Lac 1 Lac15.93%9.18 Lac 0.6 Lac37.70%0.65 Lac 1 Lac43.50%1.1 Lac	1.2 Lac42.73%1.47 Lac 1 Lac38.67%1.39 Lac 3.6 Lac26.91%5.45 Lac 1 Lac22.25%1.83 Lac 6 Lac24.91%11.71 Lac 1 Lac20.99%2.59 Lac 8.4 Lac20.37%18.33 Lac 1 Lac15.90%2.81 Lac 12 Lac17.52%32.15 Lac 1 Lac14.85%3.99 Lac 18 Lac16.25%75.76 Lac 1 Lac15.93%9.18 Lac 0.6 Lac37.70%0.65 Lac 1 Lac43.50%1.1 Lac
	HDFC Balanced Advantage Fund - Growth 1.2 Lac39.93%1.45 Lac 1 Lac39.28%1.39 Lac 3.6 Lac29.68%5.7 Lac 1 Lac24.60%1.93 Lac 6 Lac26.99%12.44 Lac 1 Lac20.86%2.58 Lac 8.4 Lac21.54%19.26 Lac 1 Lac16.37%2.89 Lac 12 Lac18.28%33.72 Lac 1 Lac14.88%4 Lac 18 Lac16.01%73.95 Lac 1 Lac15.18%8.33 Lac 0.6 Lac34.27%0.64 Lac 1 Lac35.26%1.08 Lac	1.2 Lac39.93%1.45 Lac 1 Lac39.28%1.39 Lac 3.6 Lac29.68%5.7 Lac 1 Lac24.60%1.93 Lac 6 Lac26.99%12.44 Lac 1 Lac20.86%2.58 Lac 8.4 Lac21.54%19.26 Lac 1 Lac16.37%2.89 Lac 12 Lac18.28%33.72 Lac 1 Lac14.88%4 Lac 18 Lac16.01%73.95 Lac 1 Lac15.18%8.33 Lac 0.6 Lac34.27%0.64 Lac 1 Lac35.26%1.08 Lac
	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth 1.2 Lac37.58%1.43 Lac 1 Lac34.12%1.34 Lac 3.6 Lac24.38%5.23 Lac 1 Lac19.83%1.72 Lac 6 Lac22.36%10.88 Lac 1 Lac19.53%2.44 Lac 8.4 Lac18.61%17.04 Lac 1 Lac14.28%2.55 Lac 12 Lac15.68%28.69 Lac 1 Lac13.43%3.53 Lac 18 LacNANA 1 LacNANA 0.6 Lac38.79%0.65 Lac 1 Lac41.29%1.09 Lac	1.2 Lac37.58%1.43 Lac 1 Lac34.12%1.34 Lac 3.6 Lac24.38%5.23 Lac 1 Lac19.83%1.72 Lac 6 Lac22.36%10.88 Lac 1 Lac19.53%2.44 Lac 8.4 Lac18.61%17.04 Lac 1 Lac14.28%2.55 Lac 12 Lac15.68%28.69 Lac 1 Lac13.43%3.53 Lac 18 LacNANA 1 LacNANA 0.6 Lac38.79%0.65 Lac 1 Lac41.29%1.09 Lac
	Parag Parikh Flexi Cap Fund - Regular Plan - Growth 1.2 Lac40.87%1.45 Lac 1 Lac36.63%1.37 Lac 3.6 Lac26.18%5.39 Lac 1 Lac18.67%1.67 Lac 6 Lac26.63%12.31 Lac 1 Lac25.67%3.13 Lac 8.4 Lac23.55%20.98 Lac 1 Lac20.21%3.63 Lac 12 Lac20.69%39.31 Lac 1 Lac18.11%5.28 Lac 18 LacNANA 1 LacNANA 0.6 Lac38.43%0.65 Lac 1 Lac38.18%1.09 Lac	1.2 Lac40.87%1.45 Lac 1 Lac36.63%1.37 Lac 3.6 Lac26.18%5.39 Lac 1 Lac18.67%1.67 Lac 6 Lac26.63%12.31 Lac 1 Lac25.67%3.13 Lac 8.4 Lac23.55%20.98 Lac 1 Lac20.21%3.63 Lac 12 Lac20.69%39.31 Lac 1 Lac18.11%5.28 Lac 18 LacNANA 1 LacNANA 0.6 Lac38.43%0.65 Lac 1 Lac38.18%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

Our Offering

Terms & Conditions

Disclaimer

Mutual fund distributor with AMFI Reg no. ARN – 83867, . 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)

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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 (%)