Fundvaliz Wealth Freedom

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Wealth Freedom

Aggressive

CAGR (3 Years)11.56%

This portfolio invests in the small and mid-cap funds that are inclined towards the sectors of your choice. The assumption here being that you are aware of the higher risks involved. The funds suggested follow the ‘growth’ philosophy of investing.

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Lumpsum SIP

Amount Share

Wealth Freedom Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	SBI Banking and Financial Services Fund - Regular Plan - Growth 1.2 Lac-5.74%1.17 Lac 1 Lac-3.11%0.97 Lac 3.6 Lac7.83%4.04 Lac 1 Lac14.02%1.48 Lac 6 Lac12.18%8.21 Lac 1 Lac10.42%1.64 Lac 8.4 Lac13.67%13.95 Lac 1 Lac14.52%2.58 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac-3.76%0.6 Lac 1 Lac-2.96%0.99 Lac	1.2 Lac-5.74%1.17 Lac 1 Lac-3.11%0.97 Lac 3.6 Lac7.83%4.04 Lac 1 Lac14.02%1.48 Lac 6 Lac12.18%8.21 Lac 1 Lac10.42%1.64 Lac 8.4 Lac13.67%13.95 Lac 1 Lac14.52%2.58 Lac 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac-3.76%0.6 Lac 1 Lac-2.96%0.99 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
	UTI Transportation and Logistics Fund - Regular Plan - Growth 1.2 Lac7.05%1.24 Lac 1 Lac-6.37%0.94 Lac 3.6 Lac10.84%4.23 Lac 1 Lac15.10%1.52 Lac 6 Lac16.97%9.35 Lac 1 Lac15.87%2.09 Lac 8.4 Lac19.59%17.75 Lac 1 Lac13.24%2.39 Lac 12 Lac15.59%28.53 Lac 1 Lac16.52%4.61 Lac 18 Lac16.16%75.07 Lac 1 Lac20.90%17.24 Lac 0.6 Lac20.97%0.63 Lac 1 Lac3.87%1.01 Lac	1.2 Lac7.05%1.24 Lac 1 Lac-6.37%0.94 Lac 3.6 Lac10.84%4.23 Lac 1 Lac15.10%1.52 Lac 6 Lac16.97%9.35 Lac 1 Lac15.87%2.09 Lac 8.4 Lac19.59%17.75 Lac 1 Lac13.24%2.39 Lac 12 Lac15.59%28.53 Lac 1 Lac16.52%4.61 Lac 18 Lac16.16%75.07 Lac 1 Lac20.90%17.24 Lac 0.6 Lac20.97%0.63 Lac 1 Lac3.87%1.01 Lac
	Mirae Asset Great Consumer Fund - Regular Plan - Growth 1.2 Lac2.35%1.21 Lac 1 Lac-7.80%0.92 Lac 3.6 Lac3.47%3.79 Lac 1 Lac8.21%1.27 Lac 6 Lac9.65%7.67 Lac 1 Lac9.56%1.58 Lac 8.4 Lac13.24%13.72 Lac 1 Lac17.60%3.11 Lac 12 Lac13.71%25.46 Lac 1 Lac17.46%5 Lac 18 LacNANA 1 LacNANA 0.6 Lac12.48%0.62 Lac 1 Lac7.58%1.02 Lac	1.2 Lac2.35%1.21 Lac 1 Lac-7.80%0.92 Lac 3.6 Lac3.47%3.79 Lac 1 Lac8.21%1.27 Lac 6 Lac9.65%7.67 Lac 1 Lac9.56%1.58 Lac 8.4 Lac13.24%13.72 Lac 1 Lac17.60%3.11 Lac 12 Lac13.71%25.46 Lac 1 Lac17.46%5 Lac 18 LacNANA 1 LacNANA 0.6 Lac12.48%0.62 Lac 1 Lac7.58%1.02 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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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
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5Y
10Y

Top 10 Holdings

Company	(%)

Top 10 Sectors

Sectors	(%)

Instrument Holdings

Instruments	(%)

Asset Allocation

Market Cap Allocation

Credit Rating

Rating	(%)

SIP Performance

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End Date

Investment Amount

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Lumpsum Performance

Start Date

End Date

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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 (%)