SENSEX NIFTY
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Peerless Equity Fund (G)

PLAN: Regular OPTIONS: Growth
16.490 0.24 (1.48%)

NAV as on 29 May, 2015

CRISIL MF RANK

Not Ranked

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 : Peerless Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 29 May, 2015)

Period Returns (%) Rank #
1 mth 4.9 11
3 mth -2.3 13
6 mth 4.3 30
1 year 22.4 75
2 year 17.0 118
3 year 19.9 47
5 year - -

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.2 - - - -
2014 4.0 11.2 5.0 6.3 -
2013 -5.9 4.1 -4.0 7.8 3.4
2012 14.3 -2.7 7.2 7.8 30.4
2011 - - - -9.5 -9.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.9 -2.3 4.3 22.4 17.0 19.9 --
Category avg 2.9 -4.3 1.9 23.2 22.1 19.8 10.0
Difference of Fund returns and Category returns 2.0 2.0 2.4 -0.8 -5.1 0.1 --
Best of category 5.7 4.5 11.8 51.2 38.8 35.4 16.8
Worst of category 1.1 -9.5 -5.8 8.4 9.3 10.1 6.2
Benchmark returns # 2.4 -5.3 -1.4 16.6 17.5 19.1 10.6
Difference of Fund returns and Benchmark returns 2.5 3.0 5.7 5.8 -0.5 0.8 --
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 21, 2011
Benchmark CNX NIFTY
Asset Size (Rs cr) 40.75 (Mar-31-2015)
Minimum Investment Rs.1000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Amit Nigam
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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -5.4 -3.3 17.4 -- --
HDFC Top 200 Fund (G) Rank 5
13,213.39 -5.5 -3.6 16.7 22.3 13.1
Birla SL Frontline Equity (G) Rank 3
7,900.44 -4.4 2.7 25.9 27.8 15.5
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 -4.2 3.2 27.0 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -4.9 1.1 24.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 3.71 6.85
Kotak Mahindra Banking/Finance 2.60 4.80
Oracle Fin Serv Technology 2.49 4.59
ONGC Oil & Gas 2.28 4.21
Motherson Sumi Automotive 2.27 4.19
Sun Pharma Pharmaceuticals 2.25 4.16
Asian Paints Chemicals 2.18 4.03
Lupin Pharmaceuticals 2.13 3.93
HDFC Banking/Finance 2.11 3.89
Bajaj Auto Automotive 2.05 3.78

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.93 30.21 22.18
Engineering 12.94 17.32 7.57
Automotive 12.74 13.03 7.51
Oil & Gas 8.38 11.77 8.38
Pharmaceuticals 8.09 9.20 4.31
Cons NonDurable 6.55 6.62 0.24

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 97.11
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.89

View All

Concentration

Holdings (%)
Top 5 24.64
Top 10 44.43
Sector (%)
Top 3 50.61

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