Request a Call

Wealth Cocoon

  • Conservative
CAGR (3 Years)15.71%

This portfolio invests in a combination of asset allocator funds, low duration funds and PSU debt funds. The risk involved is relatively much lower. The funds suggested follow the ‘growth’ philosophy of investing.

I want to invest

Amount      Share
Historical Returns in
Historical Returns in
Amount ()
ICICI Prudential Asset Allocator Fund (FOF) - Growth
1 Lac14.11%1.14 Lac
1 Lac14.11%1.14 Lac
HDFC Balanced Advantage Fund - Growth
1 Lac21.25%1.21 Lac
1 Lac21.25%1.21 Lac
Bandhan Dynamic Bond Fund - Regular Plan - Growth
1 Lac5.09%1.05 Lac
1 Lac5.09%1.05 Lac
Kotak Equity Hybrid Fund - Growth
1 Lac12.11%1.12 Lac
1 Lac12.11%1.12 Lac
Total 100000

Corporate Office


603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

Maharashtra - 400013

+91 7045854585


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.

Copyright © 2023 Fundvaliz. All rights reserved.

Technology partner & financial data provider -   Accord Fintech Pvt. Ltd.