The investment objectives of the plans are to generate long term growth on savings and provide a lump sum amount to investors in the future. Periodic payments will help the investor to invest systematically in planned assets and instill a disciplined approach to investing.
All transactions in Financial Planner will be made through ABL-IF and ABL-SF according to the given Investment plans & pattern. ABL AMC Financial Planner provides you flexibility to choose from three sub-plans:
Sahara (Moderate Plan)
Having conservative asset allocation, it will suit risk averse investors or those with short investment horizons (less than 2 years).
Taraqqi (Dynamic Plan)
Having moderately aggressive allocation, it will suit investors with some risk appetite or those with medium term investment horizons (3-5 years).
Suitable for those investors who rapidly want to expand their savings in a long period and aware of up and downs of market conditions.
The horizons are indicative and investors are free to switch between plans or redeem their investments at any time.
Investment Plans and Pattern
Collective Investment Scheme
ABL Stock Fund
ABL Income Fund
- Minimum Investment Amount: Initial = Rs. 25,000 ; Subsequent investments = Rs. 1,000 only*
- Free Life / Accidental Insurance Coverage**
- Free medical Insurance**
- Front-end Load: Up to 5%
- Back-end Load: 2% if redeemed within 6 months
- Encashment: Dispatched within 6 Business Days
- Processing charges up to 0.5% (on switching of plans)
*The present minimum application amount is Rs. 1,000/-. Units of ABL IF and ABL SF (including fractions thereof) shall be issued against the amount received from the Unit Holder in accordance with the terms of the Offering Documents of ABL IF and ABL SF. The Management Company may alter the minimum application amount from time to time and announce it on its website.
|ABL-PF Equity Sub Fund||195.0998|
|ABL-PF Debt Sub Fund||135.9300|
|ABL-PF Money Market Sub Fund||112.5005|
|ABL-IPF Equity Sub Fund||197.0920|
|ABL-IPF Debt Sub Fund||113.0475|
|ABL-IPF Money Market Sub Fund||110.2958|