Fundvaliz Wealth Booster

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Wealth Booster

7+ years
Aggressive

CAGR (3 Years)26.77%

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 Booster?

- Inflation beating long-term returns
- Wealth Growth
- Fundvaliz’s handpicked portfolio picks

I want to invest

Lumpsum SIP

Amount Share

Wealth Booster Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	Kotak Emerging Equity Fund - Growth 1.2 Lac30.30%1.38 Lac 1 Lac41.93%1.42 Lac 3.6 Lac21.78%5.02 Lac 1 Lac23.51%1.88 Lac 6 Lac25.37%11.87 Lac 1 Lac22.77%2.79 Lac 8.4 Lac21.08%18.89 Lac 1 Lac16.73%2.95 Lac 12 Lac19.14%35.6 Lac 1 Lac22.02%7.32 Lac 18 Lac19.31%103.77 Lac 1 Lac21.00%17.45 Lac 0.6 Lac23.36%0.63 Lac 1 Lac43.23%1.1 Lac	1.2 Lac30.30%1.38 Lac 1 Lac41.93%1.42 Lac 3.6 Lac21.78%5.02 Lac 1 Lac23.51%1.88 Lac 6 Lac25.37%11.87 Lac 1 Lac22.77%2.79 Lac 8.4 Lac21.08%18.89 Lac 1 Lac16.73%2.95 Lac 12 Lac19.14%35.6 Lac 1 Lac22.02%7.32 Lac 18 Lac19.31%103.77 Lac 1 Lac21.00%17.45 Lac 0.6 Lac23.36%0.63 Lac 1 Lac43.23%1.1 Lac
	Nippon India Small Cap Fund - Growth 1.2 Lac37.25%1.43 Lac 1 Lac61.28%1.61 Lac 3.6 Lac31.31%5.85 Lac 1 Lac36.31%2.53 Lac 6 Lac35.97%16.29 Lac 1 Lac30.61%3.8 Lac 8.4 Lac28.00%25.46 Lac 1 Lac22.24%4.08 Lac 12 Lac24.48%50.41 Lac 1 Lac27.05%10.96 Lac 18 LacNANA 1 LacNANA 0.6 Lac19.51%0.62 Lac 1 Lac64.26%1.14 Lac	1.2 Lac37.25%1.43 Lac 1 Lac61.28%1.61 Lac 3.6 Lac31.31%5.85 Lac 1 Lac36.31%2.53 Lac 6 Lac35.97%16.29 Lac 1 Lac30.61%3.8 Lac 8.4 Lac28.00%25.46 Lac 1 Lac22.24%4.08 Lac 12 Lac24.48%50.41 Lac 1 Lac27.05%10.96 Lac 18 LacNANA 1 LacNANA 0.6 Lac19.51%0.62 Lac 1 Lac64.26%1.14 Lac
	Tata Infrastructure Fund - Regular Plan - Growth 1.2 Lac63.44%1.62 Lac 1 Lac72.69%1.73 Lac 3.6 Lac36.54%6.38 Lac 1 Lac36.20%2.53 Lac 6 Lac33.51%15.11 Lac 1 Lac25.91%3.16 Lac 8.4 Lac25.47%22.79 Lac 1 Lac18.05%3.19 Lac 12 Lac20.37%38.51 Lac 1 Lac19.59%5.99 Lac 18 Lac16.39%76.84 Lac 1 Lac15.27%8.42 Lac 0.6 Lac72.62%0.7 Lac 1 Lac103.24%1.21 Lac	1.2 Lac63.44%1.62 Lac 1 Lac72.69%1.73 Lac 3.6 Lac36.54%6.38 Lac 1 Lac36.20%2.53 Lac 6 Lac33.51%15.11 Lac 1 Lac25.91%3.16 Lac 8.4 Lac25.47%22.79 Lac 1 Lac18.05%3.19 Lac 12 Lac20.37%38.51 Lac 1 Lac19.59%5.99 Lac 18 Lac16.39%76.84 Lac 1 Lac15.27%8.42 Lac 0.6 Lac72.62%0.7 Lac 1 Lac103.24%1.21 Lac
	ICICI Prudential Technology Fund - Growth 1.2 Lac30.41%1.38 Lac 1 Lac35.33%1.35 Lac 3.6 Lac13.12%4.38 Lac 1 Lac16.01%1.56 Lac 6 Lac24.11%11.44 Lac 1 Lac23.22%2.84 Lac 8.4 Lac23.46%20.9 Lac 1 Lac23.25%4.32 Lac 12 Lac20.56%38.99 Lac 1 Lac18.71%5.56 Lac 18 Lac20.28%114.92 Lac 1 Lac23.60%24.01 Lac 0.6 Lac17.99%0.62 Lac 1 Lac32.86%1.08 Lac	1.2 Lac30.41%1.38 Lac 1 Lac35.33%1.35 Lac 3.6 Lac13.12%4.38 Lac 1 Lac16.01%1.56 Lac 6 Lac24.11%11.44 Lac 1 Lac23.22%2.84 Lac 8.4 Lac23.46%20.9 Lac 1 Lac23.25%4.32 Lac 12 Lac20.56%38.99 Lac 1 Lac18.71%5.56 Lac 18 Lac20.28%114.92 Lac 1 Lac23.60%24.01 Lac 0.6 Lac17.99%0.62 Lac 1 Lac32.86%1.08 Lac
	Parag Parikh Flexi Cap Fund - Regular Plan - Growth 1.2 Lac37.48%1.43 Lac 1 Lac39.23%1.39 Lac 3.6 Lac22.54%5.08 Lac 1 Lac22.30%1.83 Lac 6 Lac24.88%11.7 Lac 1 Lac22.98%2.81 Lac 8.4 Lac22.11%19.73 Lac 1 Lac20.00%3.58 Lac 12 Lac19.71%36.92 Lac 1 Lac19.16%5.77 Lac 18 LacNANA 1 LacNANA 0.6 Lac38.04%0.65 Lac 1 Lac51.77%1.12 Lac	1.2 Lac37.48%1.43 Lac 1 Lac39.23%1.39 Lac 3.6 Lac22.54%5.08 Lac 1 Lac22.30%1.83 Lac 6 Lac24.88%11.7 Lac 1 Lac22.98%2.81 Lac 8.4 Lac22.11%19.73 Lac 1 Lac20.00%3.58 Lac 12 Lac19.71%36.92 Lac 1 Lac19.16%5.77 Lac 18 LacNANA 1 LacNANA 0.6 Lac38.04%0.65 Lac 1 Lac51.77%1.12 Lac
Total			100000

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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 (%)