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Peerless Income Plus Fund (MD) SET SMS ALERT

10.681
0.01 (0.11%)
NAV as on Jul-24-2014

Fund Family Peerless Mutual Fund

Fund Class MIP Aggressive

ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in MIP Aggressive category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

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Returns (NAV as on Jul-24-2014)

Period Returns (%) Rank #
1 mth 1.1 67
3 mth 4.6 80
6 mth 7.2 82
1 year 11.0 79
2 year 10.4 31
3 year 9.2 19
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.4 2.2 - - -
2013 -0.8 1.6 -1.6 0.9 -0.7
2012 2.4 0.1 1.4 0.5 2.9
2011 0.6 -0.4 0.2 0.1 0.8
2010 - - 0.1 0.1 0.4

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 1.1 4.6 7.2 11.0 10.4 9.2 --
Category avg 1.3 6.2 10.7 15.8 5.4 3.1 2.1
Difference of Fund returns and Category returns -0.2 -1.6 -3.5 -4.8 5.0 6.1 --
Best of category 3.7 15.9 25.8 34.4 20.5 12.1 11.6
Worst of category -1.1 1.9 3.8 7.2 6.7 5.5 5.0
Peerless Income Plus Fund (MD) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

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

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 08, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 83.48 (Jun-30-2014)
Minimum Investment Rs.1000
Last Dividend Rs.0.06 (Jun-27-2014)
Bonus N.A.
Fund Manager Malay Shah, Kaushik Dani
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 3
3,616.90 9.5 17.1 22.9 10.4 10.5
Reliance MIP (G) Rank 4
2,304.58 7.9 12.9 17.4 10.1 10.1
ICICI Prudential MIP 25 (G) Rank 2
635.21 8.1 12.9 19.3 10.4 9.4
DSP BlackRock MIP Fund (G) Rank 3
375.56 6.4 9.9 15.3 10.4 9.0
UTI MIS - Advantage Plan (G) Rank 1
449.01 7.3 13.2 19.4 10.0 9.1
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 4.79 4.79 3.14
Engineering 4.17 4.17 1.02
Pharmaceuticals 2.55 3.09 1.40
Oil & Gas 1.76 2.01 0.60
Technology 1.28 4.83 1.28
Automotive 1.27 1.93 0.60

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 19.37
Others 0.00
Debt 55.96
Mutual Funds N.A
Money Market 23.36
Cash / Call 1.31

View All

Concentration

Holdings (%)
Top 5 41.49
Top 10 58.24
Sector (%)
Top 3 11.51

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