Investment Plans

Atlas Bachat Plan

Atlas Bachat Plan focuses on providing regular income with a small element of growth. It is ideal for investors looking for safety of capital along with slight growth to overcome inflationary pressures. Through the Atlas Bachat 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
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.

The Atlas Bachat Plan offers current income by primarily investing in the Atlas Income Fund (AIF) along with modest allocations in the Atlas Stock Market Fund (ASMF). The Plan provides diversification and growth potential through a single investment.

Target Asset Mix

  • AIF 85 %
  • ASMF 15 %
  • Short-to-medium term horizon
  • Reasonable safety with small fluctuations