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Peerless Income Plus Fund - Direct Plan (MD) SET SMS ALERT

11.168
0.02 (0.17%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Peerless Mutual Fund

Fund Class MIP Aggressive

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

View Historic Graph From     To     

Returns (NAV as on Oct-22-2014)

Period Returns (%) Rank #
1 mth 0.6 68
3 mth 2.8 65
6 mth 7.7 76
1 year 12.3 72
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.6 2.5 1.0 - -
2013 0.4 1.8 -1.3 1.2 2.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 2.8 7.7 12.3 -- -- --
Category avg 0.8 3.4 9.7 16.3 4.9 3.7 2.2
Difference of Fund returns and Category returns -0.2 -0.6 -2.0 -4.0 -- -- --
Best of category 1.7 6.1 17.2 33.5 17.5 14.6 10.7
Worst of category -0.4 1.2 3.9 6.7 5.3 6.6 5.1

Investment Info

Investment Objective

To generate regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.54 (Jun-30-2014)
Minimum Investment Rs.1000
Last Dividend Rs.0.06 (Sep-26-2014)
Bonus N.A.
Fund Manager Vikram Pamnani, Vishal jain
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

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP (G) Rank 1
3,616.90 2.7 12.1 23.3 12.1 10.0
Reliance MIP (G) Rank 3
2,304.58 3.8 11.9 19.9 12.2 9.7
ICICI Prudential MIP 25 (G) Rank 2
635.21 4.2 12.4 19.5 12.5 9.9
UTI MIS-Advantage Plan -Direct (G) Not Ranked
2.39 3.7 11.4 19.8 -- --
UTI MIS - Advantage Plan (G) Rank 1
449.01 3.6 11.1 19.2 11.9 9.2
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 4.97 4.83 3.61
Engineering 3.35 4.17 1.19
Pharmaceuticals 1.95 3.09 1.40
Oil & Gas 1.70 1.76 0.60
Automotive 1.60 1.93 1.18
Technology 1.45 4.83 1.28

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 18.97
Others 0.00
Debt 57.54
Mutual Funds N.A
Money Market 5.48
Cash / Call 18.01

View All

Concentration

Holdings (%)
Top 5 40.24
Top 10 58.63
Sector (%)
Top 3 10.27

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