SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > PineBridge Mutual Fund > PineBridge India Equity Fund - Standard Plan (D)

PineBridge India Equity Fund - Standard Plan (D)

PLAN: Standard Plan OPTIONS: Dividend
20.231 0.16 (0.82%)

NAV as on 20 Nov, 2014

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.
FUND FAMILY : PineBridge Mutual Fund FUND CLASS : Diversified Equity
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. 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 AIG Global Investment Group Mutual Fund has been renamed as PineBridge Mutual Fund, Accordingly, all existing schemes of AIG Mutual Fund has been renamed with PineBridge w.e.f. 6, October 2012. PineBridge India Equity Fund - Regular Plan renamed as PineBridge India Equity Fund - Standard Plan
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 20 Nov, 2014)

Period Returns (%) Rank #
1 mth 12.2 6
3 mth 16.8 11
6 mth 39.4 12
1 year 70.8 24
2 year 32.2 18
3 year 25.9 32
5 year 15.2 24

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 1.9 20.2 12.5 - -
2013 -14.4 2.8 -1.6 9.4 -2.9
2012 16.0 -4.2 7.5 3.2 24.9
2011 -7.0 3.5 -4.7 -6.8 -15.4
2010 3.4 1.1 5.5 -0.9 10.8
2009 -0.2 47.0 21.5 6.6 92.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 12.2 16.8 39.4 70.8 32.2 25.9 15.2
Category avg 7.2 9.6 21.8 47.4 11.7 10.1 5.2
Difference of Fund returns and Category returns 5.0 7.2 17.6 23.4 20.5 15.8 10.0
Best of category 13.7 20.6 44.8 84.3 50.7 40.8 23.3
Worst of category -4.0 -18.7 2.0 15.5 11.1 7.3 -6.6
Benchmark returns # 6.7 6.4 14.8 38.4 23.1 21.0 10.3
Difference of Fund returns and Benchmark returns 5.5 10.4 24.6 32.4 9.1 4.9 4.9
PineBridge India Equity Fund - Standard Plan (D) 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 equity and equity-related securities including equity derivatives.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date May 03, 2007
Benchmark S&P BSE 100
Asset Size (Rs cr) 140.44 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.80 (Jan-24-2014) View Dividend History
Bonus N.A.
Fund Manager Huzaifa Husain
View performance of schemes managed by the Fund Manager
Notes AIG Global Investment Group Mutual Fund has been renamed as PineBridge Mutual Fund, Accordingly, all existing schemes of AIG Mutual Fund has been renamed with PineBridge w.e.f. 6, October 2012. PineBridge India Equity Fund - Regular Plan renamed as PineBridge India Equity 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 8.8 21.9 69.8 -- --
HDFC Equity Fund (G) Rank 3
14,114.11 8.6 21.4 68.7 27.5 15.9
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 17.2 32.7 75.4 32.2 21.8
Reliance Equity Oppor - IP (G) Not Ranked
7.49 17.2 32.8 75.7 32.5 -6.6
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 17.4 33.2 76.7 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Shree Cements Cement 16.06 10.93
Infosys Technology 14.87 10.12
HDFC Bank Banking/Finance 14.41 9.81
Sun Pharma Pharmaceuticals 9.65 6.57
Bosch Automotive 6.95 4.73
Bayer CropScien Chemicals 6.18 4.20
Kotak Mahindra Banking/Finance 5.92 4.03
Kirloskar Invt Banking/Finance 5.92 4.03
Eicher Motors Automotive 5.51 3.75
Bajaj Finance Banking/Finance 5.48 3.73

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 23.80 23.80 16.50
Automotive 15.53 17.72 14.08
Engineering 13.31 21.83 12.06
Technology 12.13 18.66 9.96
Cement 10.93 14.90 10.57
Pharmaceuticals 6.57 7.09 5.72

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.96
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.08

View All

Concentration

Holdings (%)
Top 5 42.16
Top 10 61.90
Sector (%)
Top 3 52.64

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.