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PineBridge Infrastructure and Economic Reform Fund - Standard Plan (G)

PLAN: Standard Plan OPTIONS: Growth
15.607 0.03 (0.17%)

NAV as on 23 Jan, 2015

CRISIL MF RANK

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.
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Thematic - Infrastructure category by Crisil (for quarter ended Mar 2014) . If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close PineBridge Infrastructure and Economic Reform Fund - Regular Plan has been renamed to PineBridge Infrastructure and Economic Reform Fund - Standard Plan
Benchmark Index:
 
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Returns (NAV as on 23 Jan, 2015)

Period Returns (%) Rank #
1 mth 5.3 51
3 mth 14.4 22
6 mth 24.4 4
1 year 96.2 8
2 year 34.7 6
3 year 23.4 5
5 year 12.5 3

# Moneycontrol Rank within 58 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 15.7 31.1 7.9 9.5 -
2013 -11.8 -2.6 -8.7 14.3 -7.4
2012 16.5 -7.6 8.3 - 19.0
2011 -6.3 1.7 -5.6 -12.0 -21.9
2010 2.4 1.1 7.6 -4.0 9.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 5.3 14.4 24.4 96.2 34.7 23.4 12.5
Category avg 6.4 11.1 12.6 68.6 21.8 15.7 4.9
Difference of Fund returns and Category returns -1.1 3.3 11.8 27.6 12.9 7.7 7.6
Best of category 10.9 21.6 40.9 113.7 48.2 40.3 21.0
Worst of category 0.8 1.3 0.3 43.3 13.2 9.2 -2.8
Benchmark returns # 7.1 10.2 13.2 40.8 20.8 20.9 11.5
Difference of Fund returns and Benchmark returns -1.8 4.2 11.2 55.4 13.9 2.5 1.0
PineBridge Infrastructure and Economic Reform Fund - Standard Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 31, 2008
Benchmark S&P BSE 100
Asset Size (Rs cr) 151.24 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Huzaifa Husain
View performance of schemes managed by the Fund Manager
Notes PineBridge Infrastructure and Economic Reform Fund - Regular Plan has been renamed to PineBridge Infrastructure and Economic Reform Fund - Standard Plan

Load Details

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

Contact Details

Regd. Office 604, Peninsula Tower, 6th Floor, Peninsula Corporate Park, G.K. Marg, Lower Parel Mumbai 400013, 400013
Tel. No. 022-40930000
Fax No. 022-40930077
Email investorcare@aig.com
Website http://www.aiginvestments.co.in

Peer Comparison

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power - RP (G) Rank 5
2,170.74 9.6 2.9 65.9 12.8 0.5
ICICI Pru Infrastructure (G) Rank 3
1,734.56 13.3 14.8 73.0 20.0 8.9
HDFC Infrastructure Fund (G) Rank 3
1,720.10 13.0 16.0 92.2 21.0 9.7
UTI Infrastructure Fund (G) Rank 3
1,585.85 15.6 16.8 78.2 19.1 5.2
DSP-BR India TIGER - RP (G) Rank 3
1,419.07 17.4 17.4 78.5 22.2 10.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Cummins Engineering 15.71 10.39
Shree Cements Cement 14.90 9.85
Kirloskar Invt Banking/Finance 14.58 9.64
KSB Pumps Engineering 13.22 8.74
AIA Engineering Engineering 12.76 8.44
Bharti Airtel Telecom 12.08 7.99
IGL Oil & Gas 9.77 6.46
SKF India Engineering 9.27 6.13
Thermax Engineering 9.10 6.02
Container Corp Services 7.95 5.26

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Engineering 40.14 65.50 40.14
Cement 9.85 17.38 9.45
Banking/Finance 9.64 9.64 0.74
Telecom 7.99 7.99 5.99
Oil & Gas 6.46 7.78 5.40
Services 5.26 11.04 5.26

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 83.42
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 16.57

View All

Concentration

Holdings (%)
Top 5 47.06
Top 10 78.92
Sector (%)
Top 3 59.63

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