Fundvaliz Wealth Booster

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Wealth Booster

7+ years
Aggressive

CAGR (3 Years)10.67%

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 Mid Cap Fund - Regular Plan - Growth 1.2 Lac11.16%1.26 Lac 1 Lac-1.62%0.98 Lac 3.6 Lac11.65%4.28 Lac 1 Lac14.87%1.52 Lac 6 Lac16.15%9.14 Lac 1 Lac13.42%1.88 Lac 8.4 Lac19.76%17.87 Lac 1 Lac18.91%3.36 Lac 12 Lac18.35%33.87 Lac 1 Lac21.16%6.81 Lac 18 Lac19.12%101.73 Lac 1 Lac20.15%15.7 Lac 0.6 Lac13.84%0.62 Lac 1 Lac9.16%1.02 Lac	1.2 Lac11.16%1.26 Lac 1 Lac-1.62%0.98 Lac 3.6 Lac11.65%4.28 Lac 1 Lac14.87%1.52 Lac 6 Lac16.15%9.14 Lac 1 Lac13.42%1.88 Lac 8.4 Lac19.76%17.87 Lac 1 Lac18.91%3.36 Lac 12 Lac18.35%33.87 Lac 1 Lac21.16%6.81 Lac 18 Lac19.12%101.73 Lac 1 Lac20.15%15.7 Lac 0.6 Lac13.84%0.62 Lac 1 Lac9.16%1.02 Lac
	Nippon India Small Cap Fund - Growth 1.2 Lac20.90%1.32 Lac 1 Lac5.91%1.06 Lac 3.6 Lac10.39%4.2 Lac 1 Lac12.90%1.44 Lac 6 Lac16.88%9.33 Lac 1 Lac16.03%2.1 Lac 8.4 Lac23.55%20.98 Lac 1 Lac23.53%4.39 Lac 12 Lac21.34%41 Lac 1 Lac24.82%9.18 Lac 18 LacNANA 1 LacNANA 0.6 Lac29.02%0.64 Lac 1 Lac26.85%1.06 Lac	1.2 Lac20.90%1.32 Lac 1 Lac5.91%1.06 Lac 3.6 Lac10.39%4.2 Lac 1 Lac12.90%1.44 Lac 6 Lac16.88%9.33 Lac 1 Lac16.03%2.1 Lac 8.4 Lac23.55%20.98 Lac 1 Lac23.53%4.39 Lac 12 Lac21.34%41 Lac 1 Lac24.82%9.18 Lac 18 LacNANA 1 LacNANA 0.6 Lac29.02%0.64 Lac 1 Lac26.85%1.06 Lac
	Tata Infrastructure Fund - Regular Plan - Growth 1.2 Lac9.73%1.25 Lac 1 Lac-0.59%0.99 Lac 3.6 Lac4.65%3.86 Lac 1 Lac9.52%1.31 Lac 6 Lac12.70%8.32 Lac 1 Lac13.53%1.89 Lac 8.4 Lac18.11%16.69 Lac 1 Lac19.87%3.56 Lac 12 Lac16.32%29.84 Lac 1 Lac18.12%5.29 Lac 18 Lac15.14%67.79 Lac 1 Lac13.54%6.72 Lac 0.6 Lac4.43%0.61 Lac 1 Lac5.73%1.01 Lac	1.2 Lac9.73%1.25 Lac 1 Lac-0.59%0.99 Lac 3.6 Lac4.65%3.86 Lac 1 Lac9.52%1.31 Lac 6 Lac12.70%8.32 Lac 1 Lac13.53%1.89 Lac 8.4 Lac18.11%16.69 Lac 1 Lac19.87%3.56 Lac 12 Lac16.32%29.84 Lac 1 Lac18.12%5.29 Lac 18 Lac15.14%67.79 Lac 1 Lac13.54%6.72 Lac 0.6 Lac4.43%0.61 Lac 1 Lac5.73%1.01 Lac
	ICICI Prudential Technology Fund - Growth 1.2 Lac-8.98%1.15 Lac 1 Lac-13.33%0.87 Lac 3.6 Lac-3.62%3.42 Lac 1 Lac3.50%1.11 Lac 6 Lac2.44%6.37 Lac 1 Lac0.84%1.04 Lac 8.4 Lac10.22%12.2 Lac 1 Lac23.32%4.34 Lac 12 Lac14.38%26.51 Lac 1 Lac18.45%5.44 Lac 18 Lac15.66%71.4 Lac 1 Lac21.83%19.34 Lac 0.6 Lac7.10%0.61 Lac 1 Lac-3.12%0.99 Lac	1.2 Lac-8.98%1.15 Lac 1 Lac-13.33%0.87 Lac 3.6 Lac-3.62%3.42 Lac 1 Lac3.50%1.11 Lac 6 Lac2.44%6.37 Lac 1 Lac0.84%1.04 Lac 8.4 Lac10.22%12.2 Lac 1 Lac23.32%4.34 Lac 12 Lac14.38%26.51 Lac 1 Lac18.45%5.44 Lac 18 Lac15.66%71.4 Lac 1 Lac21.83%19.34 Lac 0.6 Lac7.10%0.61 Lac 1 Lac-3.12%0.99 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

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About Us

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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.

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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 (%)