Investment Disclaimer

Valuezig is not registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser under the SEBI (Investment Advisers) Regulations, 2013, or as a Research Analyst under the SEBI (Research Analysts) Regulations, 2014.

Valuezig operates solely as a data analytics and educational platform. It does not provide personalised investment advice.

Nothing on Valuezig — including fund scores, portfolio health scores, XIRR calculations, CAGR data, risk metrics, screener results, optimiser output, comparison tools or AI-generated summaries — constitutes:

• Investment advice or a recommendation to buy, hold or sell any mutual fund or security
• A solicitation or offer to invest in any product
• A guarantee of returns or protection of capital
• Tax, legal or financial advice of any kind

All NAV data, performance metrics and risk ratios shown on Valuezig are based on historical data sourced from AMFI India (amfiindia.com). Historical performance does not guarantee, predict or indicate future results in any way.

Data may be delayed by up to one business day. Valuezig makes no warranty regarding the accuracy, completeness or timeliness of the data displayed.

Mutual fund investments are subject to market risks. The value of investments and income from them can fall as well as rise. Factors affecting fund performance include but are not limited to: equity market movements, interest rate changes, credit risk, currency risk and liquidity risk.

Please read all scheme-related documents (SID, SAI, KIM) carefully before investing in any mutual fund.

For funds showing the IDCW (Income Distribution cum Capital Withdrawal) option — previously known as the Dividend option: distributions are paid from the scheme's available distributable surplus, which may include capital. Each distribution reduces the scheme's NAV by the amount distributed. Past distributions do not indicate future distributions.

AI-generated portfolio summaries (Pro plan) are produced by an automated language model using historical portfolio data for informational purposes only. These summaries must not be treated as investment advice. The AI has no knowledge of your personal financial situation, investment goals or risk tolerance.

All investment decisions made using information from Valuezig are entirely at your own risk and discretion. We strongly recommend consulting a SEBI-registered Investment Adviser who can assess your personal financial situation before making any investment decision.

To verify SEBI registration:sebi.gov.in

Email: support@valuezig.com

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