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

55 /100

Total AUM

Rs. 910M

Expense Ratio

0.33%

Category Rank

#8 of 25

AI Analyst Thesis
🐂 Bullish

Live NAV

Rs. 0.0000
0.00% 1D ▲ 1.97% YTD
Data As Of:
April 01, 2026

Interactive Performance

Rs.

Executive Summary

Institutional health checks and AI strategy overview.

Overall Score

55 / 100

Fund DNA X-Ray

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Health Checks

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

  • Outperforming: 1Y Return (5.11%) beats the category median (2.59%).

  • High Consistency: 28 out of 36 months (77%) were positive over the last 3 years.

  • Cost Effective: Expense ratio (0.33%) is below the category median (0.42%).

AI Strategy X-Ray

The Conservative plan posted a 2.77% monthly gain, outpacing its 2.62% benchmark, while macro drivers such as a tentative US‑Iran cease‑fire, an IMF tranche and a modest easing of Pakistan's policy rate underpinned market sentiment. Inflation remained elevated around 7.3% but showed signs of moderation, supporting the modest upside. Political stability appeared intact, allowing the fund to capture the rebound in the KMI‑30 index.

Key Manager Actions

  • Portfolio Shift: The fund trimmed exposure to higher‑yielding equities, reallocating assets into AA‑rated Islamic bank deposits and short‑term PKISRV instruments, reinforcing its defensive stance amid geopolitical uncertainty.
  • Yield Dynamics: Despite a modest 2.77% monthly return, the fund's income generation stemmed primarily from the 6‑month PKISRV rate component, delivering a stable but lower yield compared to the aggressive counterpart.
  • Outlook: Continued IMF support and a potential de‑escalation of US‑Iran tensions should sustain modest fixed‑income returns, but any resurgence in regional conflict could pressure liquidity and compress short‑term rates.

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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