Fundvaliz Wealth Bloomer

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Wealth Bloomer

7+ years
Conservative

CAGR (3 Years)11.25%

Invest in this portfolio for a longer investment horizon and higher returns. Best Suited for Retirement, Children’s Education and Wealth Creation.

What do you gain from the Wealth Bloomer?

- Returns that beat inflation, limited by lower risk
- Wealth Growth
- Fundvaliz’s customized portfolios

I want to invest

Lumpsum SIP

Amount Share

Wealth Bloomer Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	HDFC Large Cap Fund - Growth 1.2 Lac-3.73%1.18 Lac 1 Lac-7.37%0.93 Lac 3.6 Lac1.93%3.7 Lac 1 Lac7.17%1.23 Lac 6 Lac8.27%7.4 Lac 1 Lac8.49%1.5 Lac 8.4 Lac12.06%13.1 Lac 1 Lac14.48%2.58 Lac 12 Lac11.78%22.71 Lac 1 Lac13.08%3.42 Lac 18 Lac12.29%51.36 Lac 1 Lac14.36%7.49 Lac 0.6 Lac1.52%0.6 Lac 1 Lac-4.07%0.99 Lac	1.2 Lac-3.73%1.18 Lac 1 Lac-7.37%0.93 Lac 3.6 Lac1.93%3.7 Lac 1 Lac7.17%1.23 Lac 6 Lac8.27%7.4 Lac 1 Lac8.49%1.5 Lac 8.4 Lac12.06%13.1 Lac 1 Lac14.48%2.58 Lac 12 Lac11.78%22.71 Lac 1 Lac13.08%3.42 Lac 18 Lac12.29%51.36 Lac 1 Lac14.36%7.49 Lac 0.6 Lac1.52%0.6 Lac 1 Lac-4.07%0.99 Lac
	Kotak Aggressive Hybrid Fund - Regular Plan - Growth 1.2 Lac5.78%1.23 Lac 1 Lac-1.49%0.99 Lac 3.6 Lac7.67%4.03 Lac 1 Lac10.86%1.36 Lac 6 Lac10.87%7.92 Lac 1 Lac9.60%1.58 Lac 8.4 Lac13.34%13.77 Lac 1 Lac13.65%2.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac9.70%0.61 Lac 1 Lac6.37%1.02 Lac	1.2 Lac5.78%1.23 Lac 1 Lac-1.49%0.99 Lac 3.6 Lac7.67%4.03 Lac 1 Lac10.86%1.36 Lac 6 Lac10.87%7.92 Lac 1 Lac9.60%1.58 Lac 8.4 Lac13.34%13.77 Lac 1 Lac13.65%2.45 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac9.70%0.61 Lac 1 Lac6.37%1.02 Lac
	Nippon India Growth Mid Cap Fund - Growth Option 1.2 Lac9.12%1.25 Lac 1 Lac2.18%1.02 Lac 3.6 Lac10.97%4.24 Lac 1 Lac15.45%1.54 Lac 6 Lac17.63%9.52 Lac 1 Lac14.83%2 Lac 8.4 Lac21.49%19.22 Lac 1 Lac20.56%3.7 Lac 12 Lac19.62%36.71 Lac 1 Lac19.18%5.78 Lac 18 Lac18.40%94.38 Lac 1 Lac17.56%11.32 Lac 0.6 Lac8.75%0.61 Lac 1 Lac6.91%1.02 Lac	1.2 Lac9.12%1.25 Lac 1 Lac2.18%1.02 Lac 3.6 Lac10.97%4.24 Lac 1 Lac15.45%1.54 Lac 6 Lac17.63%9.52 Lac 1 Lac14.83%2 Lac 8.4 Lac21.49%19.22 Lac 1 Lac20.56%3.7 Lac 12 Lac19.62%36.71 Lac 1 Lac19.18%5.78 Lac 18 Lac18.40%94.38 Lac 1 Lac17.56%11.32 Lac 0.6 Lac8.75%0.61 Lac 1 Lac6.91%1.02 Lac
	Parag Parikh Flexi Cap Fund - Regular Plan - Growth 1.2 Lac-6.27%1.17 Lac 1 Lac-6.36%0.94 Lac 3.6 Lac3.43%3.79 Lac 1 Lac11.01%1.37 Lac 6 Lac10.20%7.78 Lac 1 Lac9.62%1.58 Lac 8.4 Lac14.52%14.43 Lac 1 Lac20.21%3.63 Lac 12 Lac15.80%28.9 Lac 1 Lac18.11%5.28 Lac 18 LacNANA 1 LacNANA 0.6 Lac-5.51%0.59 Lac 1 Lac-5.99%0.98 Lac	1.2 Lac-6.27%1.17 Lac 1 Lac-6.36%0.94 Lac 3.6 Lac3.43%3.79 Lac 1 Lac11.01%1.37 Lac 6 Lac10.20%7.78 Lac 1 Lac9.62%1.58 Lac 8.4 Lac14.52%14.43 Lac 1 Lac20.21%3.63 Lac 12 Lac15.80%28.9 Lac 1 Lac18.11%5.28 Lac 18 LacNANA 1 LacNANA 0.6 Lac-5.51%0.59 Lac 1 Lac-5.99%0.98 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 (%)