Request a Call

Wealth Cocoon

  • Conservative
CAGR (3 Years)7.68%

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
Funds
Historical Returns in
Historical Returns in
Amount ()
ICICI Prudential Asset Allocator Fund (FOF) - Growth
1 Lac5.88%1.06 Lac
1 Lac5.88%1.06 Lac
IDFC Banking and PSU Debt Fund - Regular Plan - Growth
1 Lac11.79%1.12 Lac
1 Lac11.79%1.12 Lac
Kotak Asset Allocator Fund - Growth
1 Lac13.78%1.14 Lac
1 Lac13.78%1.14 Lac
IDFC Low Duration Fund - Regular Plan - Growth
1 Lac8.07%1.08 Lac
1 Lac8.07%1.08 Lac
Total 100000

Corporate Office

Fundvaliz

B/1/402, 4th flr,

Marathon NextGen Innova,

Opp.Peninsula Corporate park,

Off Ganpatrao Kadam Marg,

Lower parel, Mumbai - 400013

+91 22 49766569

mfservice@fundvaliz.com

Disclaimer

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 © 2020 Fundvaliz. All rights reserved.

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