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

PLAN: Standard Plan OPTIONS: Dividend
14.914 0.04 (0.26%)

NAV as on 25 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.
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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 25 Nov, 2014)

Period Returns (%) Rank #
1 mth 9.4 2
3 mth 16.1 2
6 mth 30.0 4
1 year 90.2 8
2 year 30.2 3
3 year 21.9 6
5 year 11.9 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 9.4 16.1 30.0 90.2 30.2 21.9 11.9
Category avg 6.2 9.1 14.4 66.1 11.1 8.7 2.6
Difference of Fund returns and Category returns 3.2 7.0 15.6 24.1 19.1 13.2 9.3
Best of category 9.5 16.4 41.9 98.7 45.2 37.3 19.7
Worst of category 1.2 3.2 -3.1 37.3 13.8 9.2 -2.6
Benchmark returns # 5.6 6.6 13.9 39.2 22.6 21.6 10.2
Difference of Fund returns and Benchmark returns 3.8 9.5 16.1 51.0 7.6 0.3 1.7
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 7.1 6.8 65.4 -- --
Reliance Diver. Power - RP (G) Rank 5
2,270.75 7.0 6.4 64.4 13.7 0.1
HDFC Infrastructure Fund (G) Rank 3
1,530.33 9.0 17.7 88.1 21.8 8.5
HDFC Infrastructure - Direct (G) Not Ranked
123.94 9.4 18.4 89.6 -- --
ICICI Pru Infrastructure (G) Rank 3
1,724.67 7.7 11.9 66.1 19.5 8.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Shree Cements Cement 15.18 10.07
KSB Pumps Engineering 13.98 9.28
Cummins Engineering 13.86 9.20
Kirloskar Invt Banking/Finance 13.43 8.91
Bharti Airtel Telecom 11.01 7.31
AIA Engineering Engineering 10.98 7.29
SKF India Engineering 10.43 6.92
IGL Oil & Gas 9.06 6.01
Container Corp Services 8.38 5.56
Thermax Engineering 7.94 5.27

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Engineering 46.28 65.50 45.86
Cement 14.64 17.38 14.19
Banking/Finance 8.91 9.06 0.71
Telecom 7.31 7.59 5.99
Oil & Gas 6.01 10.83 5.40
Services 5.56 11.04 5.56

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 93.35
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.66

View All

Concentration

Holdings (%)
Top 5 44.77
Top 10 75.82
Sector (%)
Top 3 69.83

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