Fundvaliz Saving Booster

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Saving Booster

2-3yrs
Aggressive

CAGR (3 Years)8.16%

Invest in this portfolio for your short-term goals and relatively lesser returns. Best Suited for a vacation planned well in advance or shorter duration/knowledge enhancing educational courses.

What do you gain from the Saving Booster?

- Beat inflation in the short-term
- Higher returns vis a vis a savings account, in a shorter horizon
- Gain from our expertise in analysing funds

I want to invest

Lumpsum SIP

Amount Share

Saving Booster Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	HDFC Balanced Advantage Fund - Growth 1.2 Lac-0.40%1.2 Lac 1 Lac-2.74%0.97 Lac 3.6 Lac4.36%3.84 Lac 1 Lac9.82%1.32 Lac 6 Lac11.08%7.97 Lac 1 Lac12.59%1.81 Lac 8.4 Lac14.74%14.56 Lac 1 Lac16.37%2.89 Lac 12 Lac14.01%25.92 Lac 1 Lac14.88%4 Lac 18 Lac13.82%59.52 Lac 1 Lac15.18%8.33 Lac 0.6 Lac3.55%0.6 Lac 1 Lac5.77%1.01 Lac	1.2 Lac-0.40%1.2 Lac 1 Lac-2.74%0.97 Lac 3.6 Lac4.36%3.84 Lac 1 Lac9.82%1.32 Lac 6 Lac11.08%7.97 Lac 1 Lac12.59%1.81 Lac 8.4 Lac14.74%14.56 Lac 1 Lac16.37%2.89 Lac 12 Lac14.01%25.92 Lac 1 Lac14.88%4 Lac 18 Lac13.82%59.52 Lac 1 Lac15.18%8.33 Lac 0.6 Lac3.55%0.6 Lac 1 Lac5.77%1.01 Lac
	ICICI Prudential Dynamic Term Fund - Growth 1.2 Lac5.56%1.23 Lac 1 Lac3.86%1.04 Lac 3.6 Lac6.45%3.96 Lac 1 Lac6.84%1.22 Lac 6 Lac6.83%7.13 Lac 1 Lac6.18%1.35 Lac 8.4 Lac6.70%10.68 Lac 1 Lac6.88%1.59 Lac 12 Lac7.01%17.32 Lac 1 Lac8.49%2.26 Lac 18 LacNANA 1 LacNANA 0.6 Lac6.31%0.61 Lac 1 Lac13.64%1.03 Lac	1.2 Lac5.56%1.23 Lac 1 Lac3.86%1.04 Lac 3.6 Lac6.45%3.96 Lac 1 Lac6.84%1.22 Lac 6 Lac6.83%7.13 Lac 1 Lac6.18%1.35 Lac 8.4 Lac6.70%10.68 Lac 1 Lac6.88%1.59 Lac 12 Lac7.01%17.32 Lac 1 Lac8.49%2.26 Lac 18 LacNANA 1 LacNANA 0.6 Lac6.31%0.61 Lac 1 Lac13.64%1.03 Lac
	Bandhan Short Term Fund - Regular Plan - Growth 1.2 Lac6.36%1.24 Lac 1 Lac5.34%1.05 Lac 3.6 Lac6.93%3.99 Lac 1 Lac7.30%1.24 Lac 6 Lac6.86%7.13 Lac 1 Lac6.02%1.34 Lac 8.4 Lac6.42%10.57 Lac 1 Lac6.39%1.54 Lac 12 Lac6.56%16.9 Lac 1 Lac7.02%1.97 Lac 18 Lac6.93%31.5 Lac 1 Lac7.17%2.83 Lac 0.6 Lac7.07%0.61 Lac 1 Lac14.88%1.04 Lac	1.2 Lac6.36%1.24 Lac 1 Lac5.34%1.05 Lac 3.6 Lac6.93%3.99 Lac 1 Lac7.30%1.24 Lac 6 Lac6.86%7.13 Lac 1 Lac6.02%1.34 Lac 8.4 Lac6.42%10.57 Lac 1 Lac6.39%1.54 Lac 12 Lac6.56%16.9 Lac 1 Lac7.02%1.97 Lac 18 Lac6.93%31.5 Lac 1 Lac7.17%2.83 Lac 0.6 Lac7.07%0.61 Lac 1 Lac14.88%1.04 Lac
	Edelweiss Balanced Advantage Fund - Regular Plan - Growth 1.2 Lac5.93%1.23 Lac 1 Lac1.42%1.01 Lac 3.6 Lac6.42%3.96 Lac 1 Lac8.90%1.29 Lac 6 Lac8.91%7.52 Lac 1 Lac7.70%1.45 Lac 8.4 Lac10.50%12.33 Lac 1 Lac12.50%2.28 Lac 12 Lac10.90%21.57 Lac 1 Lac11.90%3.08 Lac 18 LacNANA 1 LacNANA 0.6 Lac11.28%0.61 Lac 1 Lac9.52%1.02 Lac	1.2 Lac5.93%1.23 Lac 1 Lac1.42%1.01 Lac 3.6 Lac6.42%3.96 Lac 1 Lac8.90%1.29 Lac 6 Lac8.91%7.52 Lac 1 Lac7.70%1.45 Lac 8.4 Lac10.50%12.33 Lac 1 Lac12.50%2.28 Lac 12 Lac10.90%21.57 Lac 1 Lac11.90%3.08 Lac 18 LacNANA 1 LacNANA 0.6 Lac11.28%0.61 Lac 1 Lac9.52%1.02 Lac
Total			100000

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

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

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.

Copyright © 2026 Fundvaliz. All rights reserved. AMFI Registered Mutual Fund Distributor

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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 (%)