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Peerless Equity Fund (G)

PLAN: Regular OPTIONS: Growth
18.289 0.47 (2.49%)

NAV as on 29 Sep, 2016

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 2016) 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 29 Sep, 2016)

Period Returns (%) Rank #
1 mth -0.3 167
3 mth 4.6 202
6 mth 17.5 134
1 year 13.2 110
2 year 10.3 112
3 year 17.1 136
5 year 12.8 58

# Moneycontrol Rank within 271 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.4 - - - -
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
2011 - - - -9.5 -9.5

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 -0.3 4.6 17.5 13.2 10.3 17.1 12.8
Category avg 0.2 6.6 15.5 10.6 7.9 14.2 8.7
Difference of Fund returns and Category returns -0.5 -2.0 2.0 2.6 2.4 2.9 4.1
Best of category 7.5 16.9 32.0 33.6 30.2 40.2 26.2
Worst of category -6.5 -4.8 -18.5 -19.0 -7.5 -1.7 0.2
Benchmark returns # -0.2 4.7 13.1 9.5 3.9 14.4 11.4
Difference of Fund returns and Benchmark returns -0.1 -0.1 4.4 3.7 6.4 2.7 1.4
# 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) 77.37 (Jun-30-2016)
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 (%)
HDFC Equity Fund - Direct (G) Not Ranked
2,727.81 8.4 21.3 12.5 24.5 --
Reliance Equity Oppor - IP (G) Not Ranked
8.13 4.3 13.5 2.4 24.0 17.2
Reliance Equity Oppor - RP (G) Rank 4
9,527.69 4.2 13.4 2.2 23.7 17.0
ICICI Pru Value Discovery Fund (G) Rank 1
10,761.91 4.0 16.2 11.5 32.8 23.4
Reliance Equity Oppor -Direct (G) Not Ranked
992.38 4.4 13.9 3.1 24.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 6.97 7.04
Infosys Technology 4.97 5.02
ICICI Bank Banking/Finance 4.26 4.30
Oracle Fin Serv Technology 4.04 4.07
BPCL Oil & Gas 3.62 3.65
Bajaj Auto Automotive 3.57 3.61
IndusInd Bank Banking/Finance 3.56 3.59
Eicher Motors Automotive 3.41 3.44
Bata India Cons NonDurable 3.29 3.33
Sundaram Fin Banking/Finance 3.30 3.33

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 28.63 31.89 28.03
Engineering 12.35 12.56 10.20
Automotive 11.85 14.95 11.07
Technology 9.09 12.06 4.69
Oil & Gas 8.94 8.76 4.41
Cons NonDurable 5.46 5.99 4.78

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 98.44
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.56

View All

Concentration

Holdings (%)
Top 5 24.08
Top 10 41.38
Sector (%)
Top 3 52.83

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