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Meezan Balanced Fund

First shariah compliant open-end balanced scheme that provides opportunity to the investors for stable and healthy returns. 
Islamic


  • Scheme Details

    A scheme that provides exposure of both debt markets and equity markets in a single fund.

  • Features

    - First shariah compliant balanced fund in Pakistan

    - A long term wealth cration scheme with high return 

    - Average return is 517.09% since the inception of this fund.

    - A fund that provides you consistent returns on your investment

    - Managed by experienced and only Shariah compliant Company in Pakistan

  • Why invest in this fund?

    A less risk fund that provides you long term high rate of returns. Also this is the first shariah compliant fund that provides you Halal profit on your investments.

  • Eligibility

    Online account opening

    - Age Limit: Above 18 years 

    - Information required: CNIC, Bank Account Number, Mobile phone and email address

Fund Highlights

Fund Size Fund Size:Rs. 4330 Million Age Age: 18 years 3 m
Since 20 Dec 2004
Front Load Front Load:2% Exit Load Exit Load:Nil
Benchmark Management Fee: Nil Min. Investment Min. Investment:

Rs. 5000
Invest Now

Fund's Risk Profile

Investors understand that their principal will be
at Medium risk


Fund Details

  • Fund Type

    Open-end Islamic Balanced Fund

  • Fund Size

    4330 Million

  • Fund Rating

    -

  • AMC Rating

    -

  • Launch Date

    20 December 2004

  • Front End Load

    2%

  • Exit Load

    Nil

  • Management / Admin Fee

    -

  • Redemption / Withdraw Charges

    Nil

  • Tax Benefits

    Yes

Fund Performance

Validity Date 07 Mar 2023

  • Daily Nav

    16.1658

  • 1 month Nav

    1.16

  • 15 Days Nav

    (0.07)

  • Month To Date

    1.44

  • 3 Month

    0.64

  • 6 Month

    1.02

  • 1 Year

    1.80

  • Year To Date

    3.53

  • 3 Year

    2.04

  • 5 Year

    17.22


Asset & Portfolio Allocation


Asset Allocation
Asset Allocation

Stock / Equity

Government Securities

Company Holdings
Company Holdings

Lucky Electric Power Co Ltd

Mari Petroleum Company Ltd

HPHL Sukuk

Lucky Cement Limited

Dubai Islamic Bank

Mughal Iron & Steel Industries Ltd

SECTOR HOLDINGS
SECTOR HOLDINGS

Sukkus and Commercial Papers

Cash & Other Assets

Oil & Gas Marketing

Cement

Fertilizers

Commercial Banks



Other Fund Products from


 
 


 
 


 
 

  • Islamic Shariah Compliant Equity
    Meezan Islamic Fund
    Invest in high risk fund for the high returns
    In private sector this is the largest openend equity fund 

    Fund Performance

    • 1 Year (7.48)%
    • 3 Years -9.73%
    • 5 Years 7.92%
    Risk Type
    See Details
  • Islamic Shariah Compliant Equity
    Al Meezan Mutual Fund
    A long term wealth cration scheme with high return 
    Impressive last 25 years record of performance

    Fund Performance

    • 1 Year (6.55)%
    • 3 Years -11.42%
    • 5 Years 7.04%
    Risk Type
    See Details
  • Islamic Shariah Compliant Income
    Meezan Islamic Income Fund
    Avail healthy rate of returns on your investment with minimum risk
    Impressive longterm performance record

    Fund Performance

    • 1 Year 12.79%
    • 3 Years 9.42%
    • 5 Years 8.00%
    Risk Type
    See Details
  • Islamic Shariah Compliant Income
    Meezan Sovereign Fund
    Avail maximum return through this secure investment with low risk
    First openend government securities Shariah compliant fund in Pakistan

    Fund Performance

    • 1 Year 13.26%
    • 3 Years 9.24%
    • 5 Years 7.93%
    Risk Type
    See Details
  • Islamic Shariah Compliant Money Market
    Meezan Cash Fund
    First islamic money market fund in Pakistan
    Secure investment with impersive result of return

    Fund Performance

    • 1 Year 13.55%
    • 3 Years 8.76%
    • 5 Years 7.94%
    Risk Type
    See Details
  • Islamic Shariah Compliant Money Market
    Meezan Rozana Amdani Fund
    Manage your fund through mobile app
    Fund that provides you halal return on daily basis

    Fund Performance

    • 1 Year 14.58%
    • 3 Years %
    • 5 Years %
    Risk Type
    See Details
  • Islamic Shariah Compliant Asset Allocation
    Meezan Asset Allocation Fund
    Shariah compliant openend asset allocation scheme fund in Pakistan
    Fund participation up to 90% is possible, based on outlook of manager

    Fund Performance

    • 1 Year (6.21)%
    • 3 Years -3.26%
    • 5 Years 10.82%
    Risk Type
    See Details
  • Islamic Shariah Compliant Fund of Funds
    Meezan Financial Planning Fund (Aggressive)
    First Shariah compliant openend fund of fund scheme in Pakistan
    A fund that provides you consistent returns on your investment

    Fund Performance

    • 1 Year (2.92)%
    • 3 Years 0.34%
    • 5 Years 16.11%
    Risk Type
    See Details
  • Islamic Shariah Compliant Fund of Funds
    Meezan Financial Planning Fund (Moderate)
    First Shariah compliant openend fund of fund scheme in Pakistan
    A fund that provides you consistent returns on your investment

    Fund Performance

    • 1 Year 2.07%
    • 3 Years 11.86%
    • 5 Years 27.57%
    Risk Type
    See Details
  • Islamic Shariah Compliant Fund of Funds
    Meezan Financial Planning Fund (Conservative)
    First Shariah compliant openend fund of fund scheme in Pakistan
    A fund that provides you consistent returns on your investment

    Fund Performance

    • 1 Year 7.31%
    • 3 Years 16.50%
    • 5 Years 34.18%
    Risk Type
    See Details
  • Islamic Shariah Compliant Equity
    Meezan Energy Fund
    First Shariah compliant openend Islamic sector (Equity) fund in Pakistan
    Fund participation up to 100% is possible, based on outlook of manager

    Fund Performance

    • 1 Year (2.65)%
    • 3 Years -37.97%
    • 5 Years %
    Risk Type
    See Details
  • Islamic Shariah Compliant Index Tracker
    KSE Meezan Index Fund
    Enjoy large tax benefit
    Start your investment with Just Rs. 5,000

    Fund Performance

    • 1 Year (0.49)%
    • 3 Years %
    • 5 Years %
    Risk Type
    See Details
  • Islamic Shariah Compliant Fund of Funds
    Meezan Strategic Allocation Fund (MSAP I)
    The initual duration of this funds is 2 Years
    A fund that allows up to 100% equity participation

    Fund Performance

    • 1 Year (2.48)%
    • 3 Years %
    • 5 Years %
    Risk Type
    See Details
  • Islamic Shariah Compliant Commodities
    Meezan Gold Fund
    Pakistan’s first openend commodity scheme
    Purchase of high purity gold

    Fund Performance

    • 1 Year 39.56%
    • 3 Years %
    • 5 Years %
    Risk Type
    See Details



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