Lakson Income Fund

Investment Objective

The investment objective of the Lakson Income Fund is to provide competitive total return through investment in a diversified portfolio of fixed income securities. Investments will be made in a variegated mix of short term, medium term and longer term maturities depending on the assessment by the Investment Team of interest rate trends and prospective returns.

Investment & Suitability

The fund is best suited for investors seeking consistent income with a medium term investment horizon.

Returns as on August 31, 2019

Returns as on August 31, 2019

Investment Committee

Rating by PACRA


The PACRA has revised the stability rating of Lakson Income Fund (LIF), an open-end income fund to ‘A+(f)’(Single A Plus ; fund rating) [Previous rating:- ‘AA-(f)’]. The fund’s rating denotes a strong capacity to manage relative stability in returns and low exposure to risks.

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Performance Analysis: Monthly Returns***

LIF vs. Benchmark***

As on August 31, 2019

As on August 31, 2019

Performance Comparison
Asset Allocation (%)

Credit Split (%)
Portfolio Statistics

As on August 31, 2019

Asset Allocation Instruments (as % of  total assets)

TFCs Portfolio

As on August 31, 2019


All investments in Mutual Funds are subject to market risks. The NAV of units may go up or down based on the market conditions. Past performance is not necessarily indicative of future results. The investors are advised in their own interest to carefully read the Offering Document in particular the investment policies in Clause 2.2 and risk disclosures and warning statements in contained in Clause 2.11 and part 11 in the respective Offering Documents.

Lakson Investments