- 75% AKD Cash Fund
- 10% AKD Index Tracker Fund
- 15% AKD Opportunity Fund
Structured Investment Solutions
AKDIML Investment Plans
Explore asset allocation, monthly income and official offering documents designed for different investment needs.
Explore Investment Plans
Investment Solutions
3
Sections
Choose Your Investment Plan
Select a section below to review the Asset Allocation Plan, Monthly Income Plan or official offering documents.
Asset Allocation Plan
AKDIML Asset Allocation Plan(AKDAAP)
Our Investment Plans allow you to actively allocate your savings between Equity, Money Market and Fixed Income to generate growth on savings by providing a lump sum amount in the future to meet your financial goals.
Save small Today and Live Large tomorrow.
Future Plan
The equity market is the ideal investment avenue to build wealth over time. It offers considerable upside potential when compared with other investment avenues, such as commodities, currencies and fixed income instruments. Investing in the stock exchange has high risks however; it can be prevented through research and active involvement in the market. AKDIML Asset Allocation Plan offers the ideal systematic solution for the investors to build savings for future financial needs. These investments are made in equities through AKD Opportunity Fund (AKDOF) and AKD Index Tracker Fund (AKDITF), while AKD Aggressive Income Fund (AKDAIF) or AKD Cash Fund (AKDCF) will be used to take exposure in Income/Money Market Instruments. Based on their risk appetite, clients can choose from one of the following approaches:
- 40% AKD Cash Fund
- 20% AKD Aggressive Income Fund
- 20% AKD Index Tracker Fund
- 20% AKD Opportunity Fund
- 30% AKD Index Tracker Fund
- 70% AKD Opportunity Fund
Define your own allocations in underlying funds (AKD Opportunity Fund, AKD Index Tracker Fund, AKD Aggressive Income Fund and AKD Cash Fund) from 0% to 100%. For Details
Features & Benefits:
- Minimum Investment Rs. 10,000
- Minimum Subsequent Investment Rs. 5,000
- Front-end load as per the Funds
- No charges on withdrawal
- No Bank-end load
- No sales load on conversion from one plan to another plan
Disclaimer:
All investments in mutual funds are subject to market risks. Past performance is not necessarily indicative of future results. Please read the Offering Document to understand the investment policies and risks involved.
Monthly Income Plan
AKDIML Monthly Income Plan(AKDMIP)
AKD Investment Management Ltd provides you with an opportunity by increasing your income which help you to cater everyday expenses such as household, education or health care expenses.
AKDIML Monthly Income Plan is based on AKD Aggressive Income Fund and or AKD Cash Fund and is a great tool, to achieve the goal of stable income on monthly basis through investments in fixed income instruments (through investment in AKDAIF and AKDCF Units).
Indicative percentage allocation invested in Collective Investment Scheme(s)
| Plan Name | AKDCF | AKDAIF | Total |
|---|---|---|---|
| Monthly Income Plan | 0%------100% | 0%------100% | 100% |
Key Benefits:
- AKDIML Monthly Income Plan offers the flexibility to get payment on monthly, quarterly or semi-annual basis.
- No charges on withdrawal.
- Investors may choose to get the payment either on monthly, quarterly or semi-annually basis.
Payment Options and Frequency:
The following payment options are available to suit your needs.
- Payment of 100% periodic profit.
- Payment of 90% periodic profit and remaining at the end of financial year.
- Payment of 90% periodic profit with capital appreciation.
- Systematic withdrawal as instructed by investor (principal amount may diminish).
- You may choose to get the payment either on monthly, quarterly, semi-annually and annually basis.
*Amount shall not be less than Rs.500
This Product Is Suitable For Investors Who Are Seeking:
- Periodic regular income for liquidity requirements.
- Risk and Return potential – Low
Disclaimer:
All investments in mutual funds are subject to market risks. Past performance is not necessarily indicative of the future results. Please read the offering document to understand the investment policies and the risks involved.