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Meezan Financial Planning Fund of Funds (Aggressive) - Al Meezan AMC

49 /100

Total AUM

Rs. 344M

Expense Ratio

0.26%

Category Rank

#7 of 25

AI Analyst Thesis
🐂 Bullish

Live NAV

Rs. 183.3900
0.00% 1D ▲ 0.91% YTD
Data As Of:
June 01, 2026

Interactive Performance

Rs.

Executive Summary

Institutional health checks and AI strategy overview.

Overall Score

49 / 100

Fund DNA X-Ray

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Health Checks

  • Clean Portfolio: Zero non-compliant or provisioned assets detected.

  • Outperforming: 1Y Return (7.07%) beats the category median (6.34%).

  • High Consistency: 24 out of 36 months (66%) were positive over the last 3 years.

  • Cost Effective: Expense ratio (0.26%) is below the category median (0.37%).

  • Red Flag: Significant capital outflows detected (-62.2% drop in AUM).

AI Strategy X-Ray

In June 2026, the Aggressive plan delivered a strong 3.48% monthly return, outpacing its benchmark's 2.19% gain amid a bullish PSX driven by FY27 budget optimism and stable policy rates. Year‑to‑date, however, the fund lagged the benchmark with 25.93% versus 32.73%, reflecting a softer six‑month performance of 1.96% against 4.63% for the index. Over longer horizons, the fund’s 3‑year and 5‑year returns trail the benchmark by modest margins, while macro‑economic improvements—record remittances, declining inflation, and progress on IMF program—continue to support equity markets.

Key Manager Actions

  • The Aggressive plan increased its equity bias in June, leveraging the post‑budget rally and stable policy rate to boost monthly returns above the benchmark. This tactical shift contributed to the 3.48% outperformance versus 2.19% for the KMI‑30‑based benchmark.
  • Year‑to‑date returns show the fund trailing the benchmark (25.93% vs 32.73%), primarily due to a weaker six‑month stretch where equity markets paused amid profit‑taking. Nonetheless, the fund’s three‑year and five‑year performance remains competitive, delivering 188.9% and 176.5% cumulatively.
  • Looking ahead, continued improvement in macro‑fundamentals—record remittances, declining inflation, and progress on power‑sector reforms—should sustain equity market momentum. If the SBP maintains its accommodative stance, the Aggressive plan is positioned to capture further upside while managing risk through its fixed‑income allocation.

Performance vs. Peers

Trailing absolute returns and consistency analysis.

Sleep Well Metric

Trailing Returns vs Benchmark

Top Tier Alternatives

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Portfolio X-Ray

Behavioral analysis, historical allocations, and conviction tracking.

AI Reading the Tea Leaves

The Asset River (12M History)

Market Timing Visualizer

Concentration Style

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Broad/Index Aggressive Focus

Manager's Playbook (1M Delta)

Holdings DNA

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Risk & Quant Desk

Institutional engine diagnostics, crash testing, and momentum analysis.

The Magic Quadrant (Risk vs Return)

AI Analyst Note

Engine Diagnostics

Market Capture

Trend & Momentum

Yield & Income Stream

Payout reliability, capital preservation, and cashflow simulation.

Audit & Governance Desk

Fee drag simulation, operational security, and historical FMR vault.

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