SENSEX NIFTY
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Peerless Equity Fund (G)

PLAN: Regular OPTIONS: Growth
17.096 0.09 (0.54%)

NAV as on 29 Jan, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Peerless Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 29 Jan, 2015)

Period Returns (%) Rank #
1 mth 8.2 64
3 mth 13.3 36
6 mth 18.0 90
1 year 44.4 116
2 year 20.7 110
3 year 20.6 47
5 year - -

# Moneycontrol Rank within 137 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.0 11.2 5.0 6.3 -
2013 -5.9 4.1 -4.0 7.8 3.4
2012 14.3 -2.7 7.2 7.8 30.4
2011 - - - -9.5 -9.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 8.2 13.3 18.0 44.4 20.7 20.6 --
Category avg 7.7 11.2 18.6 54.9 24.0 20.3 11.3
Difference of Fund returns and Category returns 0.5 2.1 -0.6 -10.5 -3.3 0.3 --
Best of category 10.4 17.6 32.2 84.3 36.0 31.1 19.3
Worst of category 5.1 6.6 8.6 26.6 11.8 10.6 7.1
Benchmark returns # 8.6 10.7 14.9 46.3 21.6 20.7 12.9
Difference of Fund returns and Benchmark returns -0.4 2.6 3.1 -1.9 -0.9 -0.1 --
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 21, 2011
Benchmark CNX NIFTY
Asset Size (Rs cr) 35.16 (Dec-31-2014)
Minimum Investment Rs.1000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Amit Nigam
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load: 1% if redeemed before 1 year from the date of allotment.

Contact Details

Regd. Office H.O. 3rd Floor, 1, Chowringhee Square, Kolkata, 700069
Tel. No. 033-40185000 / 022 - 61779922
Fax No. 033-40185010
Email connect@peerlessmf.co.in
Website http://www.peerlessmf.co.in

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
12,907.28 10.2 18.6 66.2 24.6 16.1
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 10.5 19.6 59.0 25.5 18.3
Birla SL Frontline Equity (G) Rank 2
6,931.53 13.1 21.2 63.9 28.7 17.1
UTI Opportunities Fund (G) Rank 3
4,787.61 11.5 20.8 58.5 24.5 17.8
UTI Equity Fund (G) Rank 2
3,622.40 11.8 22.7 63.9 27.4 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 2.73 7.75
ITC Tobacco 2.72 7.72
HDFC Banking/Finance 1.86 5.28
IndusInd Bank Banking/Finance 1.61 4.59
IGL Oil & Gas 1.48 4.22
BPCL Oil & Gas 1.32 3.76
ONGC Oil & Gas 1.26 3.57
Bajaj Auto Automotive 1.25 3.54
AIA Engineering Engineering 1.24 3.53
Havells India Engineering 1.17 3.33

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 22.18 30.21 22.18
Engineering 16.90 16.90 7.16
Oil & Gas 11.55 11.77 3.65
Automotive 11.30 13.26 8.10
Tobacco 7.72 9.03 3.18
Cons NonDurable 6.29 6.29 0.24

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 96.38
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.62

View All

Concentration

Holdings (%)
Top 5 29.56
Top 10 47.29
Sector (%)
Top 3 50.63

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