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PineBridge Infrastructure and Economic Reform Fund - Standard Plan (D)

PLAN: Standard Plan OPTIONS: Dividend
14.471 0.03 (0.23%)

NAV as on 19 Dec, 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.
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Thematic - Infrastructure category by Crisil (for quarter ended Mar 2014) . 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 PineBridge Infrastructure and Economic Reform Fund - Regular Plan has been renamed to PineBridge Infrastructure and Economic Reform Fund - Standard Plan
Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -3.8 43
3 mth 3.7 22
6 mth 18.2 8
1 year 77.7 8
2 year 27.3 5
3 year 24.5 9
5 year 11.2 3

# Moneycontrol Rank within 58 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 15.7 31.1 7.9 - -
2013 -11.8 -2.6 -8.7 14.3 -7.4
2012 16.5 -7.6 8.3 - 19.0
2011 -6.3 1.7 -5.6 -12.0 -21.9
2010 2.4 1.1 7.6 -4.0 9.2
2009 -5.8 55.6 18.5 5.6 86.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -3.8 3.7 18.2 77.7 27.3 24.5 11.2
Category avg -2.1 2.4 9.5 56.2 17.8 10.4 2.5
Difference of Fund returns and Category returns -1.7 1.3 8.7 21.5 9.5 14.1 8.7
Best of category 3.1 11.8 36.6 92.8 43.0 42.0 19.9
Worst of category -8.2 -6.0 -7.4 22.8 8.1 11.3 -2.8
Benchmark returns # -2.5 2.0 10.2 32.9 19.0 21.2 10.2
Difference of Fund returns and Benchmark returns -1.3 1.7 8.0 44.8 8.3 3.3 1.0
PineBridge Infrastructure and Economic Reform 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 (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 31, 2008
Benchmark S&P BSE 100
Asset Size (Rs cr) 131.17 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Huzaifa Husain
View performance of schemes managed by the Fund Manager
Notes PineBridge Infrastructure and Economic Reform Fund - Regular Plan has been renamed to PineBridge Infrastructure and Economic Reform 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

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power -Direct (G) Not Ranked
29.42 -1.1 -0.3 50.8 -- --
Reliance Diver. Power - RP (G) Rank 5
2,270.75 -1.2 -0.6 49.9 17.6 -0.4
HDFC Infrastructure - Direct (G) Not Ranked
123.94 1.8 12.7 75.7 -- --
HDFC Infrastructure Fund (G) Rank 3
1,530.33 1.5 12.1 74.2 26.2 8.6
ICICI Pru Infrastructure (G) Rank 3
1,724.67 2.2 8.1 54.6 22.7 7.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Cummins Engineering 16.33 10.29
Cummins Engineering 16.33 10.29
Shree Cements Cement 14.99 9.45
Shree Cements Cement 14.99 9.45
KSB Pumps Engineering 14.54 9.17
KSB Pumps Engineering 14.54 9.17
Kirloskar Invt Banking/Finance 14.49 9.13
Kirloskar Invt Banking/Finance 14.49 9.13
AIA Engineering Engineering 14.13 8.90
AIA Engineering Engineering 14.13 8.90

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Engineering 83.92 65.50 41.96
Cement 18.90 17.38 9.45
Banking/Finance 18.26 9.13 0.71
Telecom 13.30 7.59 5.99
Oil & Gas 12.52 10.17 5.40
Services 10.52 11.04 5.26

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 82.85
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 17.14

View All

Concentration

Holdings (%)
Top 5 48.65
Top 10 93.88
Sector (%)
Top 3 121.08

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