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Peerless Equity Fund (G)

PLAN: Regular OPTIONS: Growth
21.746 0.01 (0.06%)

NAV as on 18 Aug, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Peerless Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 18 Aug, 2017)

Period Returns (%) Rank #
1 mth - 167
3 mth 3.5 142
6 mth 13.0 95
1 year 17.8 111
2 year 11.9 89
3 year 13.9 100
5 year 16.3 53

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.1 5.2 - - -
2016 -5.4 11.0 4.5 -8.6 2.5
2015 4.2 -0.4 -2.3 1.9 5.1
2014 4.0 11.2 5.0 6.3 29.8
2013 -5.9 4.1 -4.0 7.8 3.4
2012 14.3 -2.7 7.2 7.8 30.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 -- 3.5 13.0 17.8 11.9 13.9 16.3
Category avg -0.2 2.6 9.9 14.3 9.4 10.1 10.1
Difference of Fund returns and Category returns -- 0.9 3.1 3.5 2.5 3.8 6.2
Best of category 7.5 16.9 21.3 32.6 25.4 39.9 28.3
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 0.1 4.3 10.8 13.4 7.8 7.7 12.7
Difference of Fund returns and Benchmark returns -- -0.8 2.2 4.4 4.1 6.2 3.6
# Benchmark Index: NIFTY 50

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 NIFTY 50
Asset Size (Rs cr) 76.39 (Mar-31-2017)
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 0.00%
Load Comments N.A.

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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.8 10.1 14.5 17.2 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.5 9.5 13.2 15.9 19.9
Reliance Equity Oppor - RP (G) Rank 5
8,662.40 0.9 11.6 12.8 11.2 16.9
ICICI Pru Value Discovery Fund (G) Rank 4
14,011.22 -0.2 5.5 8.4 12.4 21.4
HDFC Equity Fund - Direct (G) Rank 3
3,971.06 2.4 13.0 20.1 11.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 8.57 6.65
HDFC Banking/Finance 7.25 5.63
Reliance Oil & Gas 5.81 4.52
ITC Tobacco 5.56 4.32
IndusInd Bank Banking/Finance 5.18 4.03
ICICI Bank Banking/Finance 4.99 3.88
Kotak Mahindra Banking/Finance 4.90 3.81
Repco Home Banking/Finance 4.45 3.45
HUL Cons NonDurable 4.16 3.23
Bosch Automotive 3.99 3.10

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 31.49 0.00 0.00
Oil & Gas 9.71 0.00 0.00
Automotive 9.65 0.00 0.00
Engineering 7.48 0.00 0.00
Cons NonDurable 7.03 0.00 0.00
Chemicals 6.73 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 96.71
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.30

View All

Concentration

Holdings (%)
Top 5 25.15
Top 10 42.62
Sector (%)
Top 3 50.85

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