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Peerless Income Plus Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
14.716 0 (0.01%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : Peerless Mutual Fund FUND CLASS : MIP Aggressive
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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

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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.5 40
3 mth 2.8 62
6 mth 7.0 68
1 year 13.8 79
2 year 10.9 45
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 1.9 4.5 2.9 - -
2013 0.4 3.2 0.7 3.2 8.4

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 0.5 2.8 7.0 13.8 10.9 -- --
Category avg 0.4 3.2 8.1 18.2 8.4 4.7 2.2
Difference of Fund returns and Category returns 0.1 -0.4 -1.1 -4.4 2.5 -- --
Best of category 1.5 6.9 14.3 30.5 18.0 16.2 11.1
Worst of category -2.3 0.4 3.9 8.0 5.9 7.9 5.6

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 Growth
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.48 (Sep-30-2014)
Minimum Investment Rs.1000
Last Dividend N.A.
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 - Direct (G) Not Ranked
92.68 4.4 8.1 25.3 -- --
HDFC MIP - LTP (G) Rank 2
3,488.32 4.3 7.9 24.7 14.2 10.5
Reliance MIP (G) Rank 3
2,212.71 5.3 10.6 22.8 14.0 10.1
Reliance MIP - Direct (G) Not Ranked
31.59 5.5 11.1 23.9 -- --
ICICI Pru MIP 25 - Direct (G) Not Ranked
3.63 5.2 10.4 22.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 4.70 4.97 3.61
Pharmaceuticals 2.34 3.09 1.54
Oil & Gas 2.16 2.16 0.60
Engineering 1.99 4.17 1.78
Tobacco 1.75 1.75 0.52
Technology 1.01 4.83 1.01

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 20.00
Others 0.00
Debt 52.64
Mutual Funds N.A
Money Market 22.87
Cash / Call 4.49

View All

Concentration

Holdings (%)
Top 5 36.02
Top 10 54.04
Sector (%)
Top 3 9.20

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