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Peerless Income Plus Fund - Direct Plan (MD)

PLAN: Direct OPTIONS: Monthly Dividend
11.522 0 (0.01%)

NAV as on 23 Sep, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Peerless Mutual Fund FUND CLASS : MIP Aggressive
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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

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Returns (NAV as on 23 Sep, 2016)

Period Returns (%) Rank #
1 mth 1.4 45
3 mth 4.8 37
6 mth 8.8 35
1 year 12.3 27
2 year 11.1 27
3 year 11.9 57
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -1.7 - - - -
2015 0.6 -1.5 0.1 - -
2014 0.6 2.5 1.0 2.0 5.9
2013 0.4 1.8 -1.3 1.2 2.1

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 (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.4 4.8 8.8 12.3 11.1 11.9 --
Category avg 1.1 3.8 6.7 10.1 9.9 11.3 5.6
Difference of Fund returns and Category returns 0.3 1.0 2.1 2.2 1.2 0.6 --
Best of category 2.7 9.9 16.0 23.4 19.4 18.3 13.8
Worst of category -0.8 -3.2 -6.4 -5.8 5.9 5.6 6.4

Investment Info

Investment Objective

To generate regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 1.24 (Jun-30-2016)
Minimum Investment Rs.1000
Last Dividend Rs.0.06 (Jun-24-2016)
Bonus N.A.
Fund Manager Killol Pandya / 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

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP (G) Rank 3
3,441.03 7.7 12.5 13.6 15.9 11.4
HDFC MIP - LTP - Direct (G) Not Ranked
164.39 7.9 12.8 14.2 16.4 --
Reliance MIP (G) Rank 3
2,447.96 6.1 9.0 10.6 14.3 11.3
Reliance MIP - Direct (G) Not Ranked
74.68 6.3 9.5 11.6 15.3 --
Birla SL MIP II-Wealth 25 (G) Rank 1
1,070.41 9.9 16.0 17.2 18.3 13.8
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 5.94 6.97 5.57
Engineering 2.45 2.55 2.15
Automotive 2.42 2.85 2.14
Technology 1.90 2.33 0.95
Oil & Gas 1.35 1.74 1.03
Chemicals 1.23 1.37 1.02

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 19.67
Others 0.00
Debt 60.42
Mutual Funds 11.32
Money Market 2.60
Cash / Call 5.98

View All

Concentration

Holdings (%)
Top 5 48.35
Top 10 62.87
Sector (%)
Top 3 10.81

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