Atlas Bachat Growth Plan
Atlas Bachat Growth Plan focuses on providing long term capital growth. It is ideal for investors with a longterm horizon and a moderate to high tolerance for risk and fluctuations in investment value. Through the Atlas Bachat Growth 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 |
The Atlas Bachat Growth Plan offers the benefits of growth through higher potential returns by primarily investing in the Atlas Stock Market Fund (ASMF) along with some exposure in the Atlas Income Fund (AIF). The Plan provides benefit of lower risk from diversification and growth potential through a single investment.
Target Asset Mix
- AIF 15 %
- ASMF 85 %
- Long term horizon
- High risk tolerance