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Meezan Paidaar Munafa Plan 37

39 /100

Total AUM

Rs. 10M

Expense Ratio

0.71%

Category Rank

#41 of 66

AI Analyst Thesis
🐂 Bullish

Live NAV

Rs. 50.0000
0.00% 1D 0.00% YTD
Data As Of:
June 01, 2026

Interactive Performance

Rs.

Executive Summary

Institutional health checks and AI strategy overview.

Overall Score

39 / 100

Fund DNA X-Ray

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Health Checks

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

  • Underperforming: 1Y Return (0.00%) trails the category median (0.62%).

  • Volatile Path: Only 0 out of 36 months (0%) were positive over the last 3 years.

  • Expensive: Expense ratio (0.71%) is higher than the category median (0.18%).

  • Red Flag: Significant capital outflows detected (-83.9% drop in AUM).

AI Strategy X-Ray

In June 2026, Meezan Paidaar Munafa Plan-34 delivered an annualized return of 10.47%, modestly outperforming its benchmark of 10.31%. The fund's performance was supported by a stable macroeconomic environment, including the SBP's steady policy rate at 11.5% and improving external account metrics highlighted in the CIO's commentary. Despite modest gains, the fund continues to provide capital preservation through its Shariah-compliant money market instruments.

Key Manager Actions

  • During June, the manager kept the portfolio's average maturity steady at 168 days, reflecting a deliberate short-duration stance. This positioning allowed the fund to benefit from stable short-term Shariah-compliant deposit rates without incurring significant mark-to-market risk.
  • The fund's annualized return of 10.47% exceeded the benchmark by 16 basis points, driven by marginally higher yields on selected TDRs and efficient cash management. Despite the outperformance, absolute returns remain modest, underscoring the plan's focus on capital preservation over aggressive yield.
  • Looking ahead, the fund is expected to maintain its conservative allocation as the SBP holds rates steady and inflation remains contained. Any shift toward longer maturities would likely be contingent on a material change in the monetary policy outlook or a steepening of the yield curve.

Performance vs. Peers

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Sleep Well Metric

Trailing Returns vs Benchmark

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Portfolio X-Ray

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AI Reading the Tea Leaves

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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

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Trend & Momentum

Yield & Income Stream

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Audit & Governance Desk

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