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Meezan Financial Planning Fund (Conservative)

A fund that provides you stable rate of return on low risk by investing in the top-performing fund
Islamic


  • Scheme Details

    The main objective of this scheme is to seek the high returns on your investment by investing minimum of 20% in Equity and the remaining 80% net assets in Fixed Income Funds.

  • Features

    - First Shariah compliant open-end fund of fund scheme in Pakistan

    - A fund that provides you consistent returns on your investment

    - Impressive previous record of performance

    - Start your investment with Just Rs. 5000

    - Managed by experienced and only Shariah compliant Company in Pakistan

  • Why invest in this fund?

    A fund which offers you stable return on your investment on very low risk by investing in top performer funds. 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. 227 Million Age Age: 10 years 1 m
Since 11 Apr 2013
Front Load Front Load:1% Exit Load Exit Load:Nil
Benchmark Management Fee: 1% Min. Investment Min. Investment:

Rs. 5000
Invest Now

Fund's Risk Profile

Investors understand that their principal will be
at Low risk


Fund Details

  • Fund Type

    Open-end Islamic Fund of Fund

  • Fund Size

    227 Million

  • Fund Rating

    -

  • AMC Rating

    AM1

  • Launch Date

    11 April 2013

  • Front End Load

    1%

  • Exit Load

    Nil

  • Management / Admin Fee

    1%

  • Redemption / Withdraw Charges

    -

  • Tax Benefits

    Yes

Fund Performance

Validity Date 07 Mar 2023

  • Daily Nav

    72.6734

  • 1 month Nav

    1.24

  • 15 Days Nav

    -0.00

  • Month To Date

    0.87

  • 3 Month

    1.69

  • 6 Month

    3.61

  • 1 Year

    7.31

  • Year To Date

    6.01

  • 3 Year

    16.50

  • 5 Year

    34.18


Asset & Portfolio Allocation


Asset Allocation
Asset Allocation

Income/Money Market Funds

Equity/Index Funds

Others Receivables

Cash

Company Holdings
Company Holdings
SECTOR HOLDINGS
SECTOR HOLDINGS


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 Balanced Fund
    Meezan Balanced Fund
    First shariah compliant balanced fund in Pakistan
    A long term wealth cration scheme with high return 

    Fund Performance

    • 1 Year 1.80%
    • 3 Years 2.04%
    • 5 Years 17.22%
    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 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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