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Peerless Income Plus Fund (G) SET SMS ALERT

13.125
0.03 (0.23%)
NAV as on Apr-17-2014

Fund Family Peerless Mutual Fund

Fund Class MIP Aggressive

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in MIP Aggressive category by Crisil. 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 Apr-17-2014)

Period Returns (%) Rank #
1 mth 0.9 83
3 mth 1.6 86
6 mth 3.6 84
1 year 8.6 36
2 year 8.6 18
3 year 8.0 11
5 year - -

# Moneycontrol Rank within 99 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 1.7 - - - -
2013 0.6 3.0 0.4 2.9 7.7
2012 3.7 1.4 2.8 2.5 11.5
2011 1.1 1.0 0.6 1.0 4.1
2010 - - 1.3 0.6 2.0

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 0.9 1.6 3.6 8.6 8.6 8.0 --
Category avg 1.6 3.0 5.8 7.5 4.1 2.6 2.2
Difference of Fund returns and Category returns -0.7 -1.4 -2.2 1.1 4.5 5.4 --
Best of category 3.8 6.8 15.0 18.6 13.3 9.4 11.5
Worst of category 0.5 0.1 1.1 4.1 4.7 4.5 5.1
Peerless Income Plus Fund (G) Review by Crisil - Rating: 3 (Rank 3 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 Growth
Launch date Jul 08, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 80.73 (Dec-31-2013)
Minimum Investment Rs.1000
Last Dividend N.A.
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 4
4,257.30 4.7 9.4 8.4 7.6 11.0
Reliance MIP (G) Rank 4
2,837.90 2.9 6.3 6.5 7.9 9.8
ICICI Pru MIP 25 - Direct (G) Not Ranked
2.94 2.9 6.0 9.0 -- --
ICICI Prudential MIP 25 (G) Rank 2
699.38 2.7 5.5 8.2 8.4 9.9
UTI MIS - Advantage Plan (G) Rank 3
473.50 3.6 6.9 9.6 8.0 9.5
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Technology 4.83 4.83 2.02
Banking/Finance 3.89 4.88 3.14
Pharmaceuticals 2.82 2.87 1.40
Engineering 2.28 2.28 1.02
Tobacco 1.43 1.70 0.64
Automotive 1.38 1.93 0.60

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 18.82
Others 0.00
Debt 77.18
Mutual Funds N.A
Money Market 4.31
Cash / Call -0.31

View All

Concentration

Holdings (%)
Top 5 45.24
Top 10 73.39
Sector (%)
Top 3 11.54

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