Investment Plans

Atlas Bachat Balanced Islamic Plan

Atlas Bachat Balanced Islamic Plan focuses on providing long term capital growth along with modest income. It is appropriate for investors looking for moderate growth. Through the Atlas Bachat Balanced Islamic Plan, the investments are diversified to help ensure more consistent performance and improved risk management.

Plan Type : Open-ended
Dealing Days : Monday to Friday
Front-end Load : Charged as per offering documents of the underlying Funds
Minimum Investment : Rs. 5,000/-
Frequency of Investments : Monthly (Recommended)
Payment to : CDC-Trustee Atlas Funds
Reallocation between Funds : Yearly or earlier in the Funds event there is a 10% variation in the allocation percentages / quarterly upon request
Dividend Distribution* : As per the constitutive documents of the underlying Funds
Shariah Advisor : Dr. Mufti Hassan Ashraf Usmani
* Dividend can be paid through issue of additional units of underlying funds by way of re-investment which are redeemable. Dividend can also be paid through direct transfer to the investors’ bank account or through dividend warrant sent at the registered address of the investor.

Atlas Bachat Balanced Islamic Plan offers the benefits of growth through higher potential returns by investing in the Atlas Islamic Stock Fund (AISF) and steady income by investing in the Atlas Islamic Income Fund (AIIF). The Plan provides diversification and growth potential through a single investment.

Target Asset Mix

  • AIIF 50 %
  • AISF 50 %
  • Medium-to-long term horizon
  • Reasonable safety with small fluctuations