Investment Plans

Atlas Bachat Balanced Plan

Atlas Bachat Balanced 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 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 : As per the Offering Documents of the underlying Funds
Minimum Investment : Rs. 5,000/-
Frequency of Investments : Monthly (Recommended)
Payment to : CDC-Trustee Atlas Funds
Redemption : Within six business days
Reallocation between Funds : Yearly or earlier in the event there is a 10% variation in the allocation percentages/quarterly upon request
Dividend Distribution* : As per the constitutive documents of the underlying Funds
* 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 Plan offers the benefits of growth through higher potential returns by investing in the Atlas Stock Market Fund (ASMF) and steady income by investing in the Atlas Income Fund (AIF). The Plan provides diversification and growth potential through a single investment.

Target Asset Mix

  • AIF 50 %
  • ASMF 50 %
  • Medium-to-long term horizon
  • Reasonable safety with small fluctuations