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Peerless Income Plus Fund - Direct Plan (MD)

PLAN: Direct OPTIONS: Monthly Dividend
11.475 0.02 (0.20%)

NAV as on 31 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
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 Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 31 Jul, 2015)

Period Returns (%) Rank #
1 mth 1.4 47
3 mth 3.0 14
6 mth 3.4 29
1 year 12.6 65
2 year 12.5 75
3 year - -
5 year - -

# Moneycontrol Rank within 108 MIP Aggressive Schemes.

Absolute Returns (in %)

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

View where it stands within its peers

* Returns over 1 year are Annualised

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 3.0 3.4 12.6 12.5 -- --
Category avg 1.2 2.0 2.6 13.2 13.6 8.8 4.9
Difference of Fund returns and Category returns 0.2 1.0 0.8 -0.6 -1.1 -- --
Best of category 2.8 3.9 10.4 23.4 21.0 16.3 11.5
Worst of category -0.4 -1.1 -2.5 6.2 8.0 6.5 5.5

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) 1.35 (Jun-30-2015)
Minimum Investment Rs.1000
Last Dividend Rs.0.06 (Jun-26-2015)
Bonus N.A.
Fund Manager Vikram Pamnani
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

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance MIP (G) Rank 2
2,619.15 1.5 1.1 15.2 12.6 10.2
HDFC MIP - LTP (G) Rank 3
3,705.23 2.2 1.0 12.5 12.6 9.9
ICICI Prudential MIP 25 (G) Rank 1
1,280.51 1.5 1.8 15.1 13.4 10.5
Axis Income Saver Fund - Reg. (G) Not Ranked
695.75 3.2 3.5 14.2 12.6 9.4
Birla SL MIP II-Wealth 25 (G) Rank 1
868.30 2.6 2.5 19.7 16.0 11.5
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 5.61 5.61 4.59
Engineering 2.99 3.35 1.79
Automotive 2.03 2.42 0.98
Oil & Gas 1.58 2.58 1.58
Cons NonDurable 1.46 1.46 0.43
Pharmaceuticals 1.22 2.34 0.92

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 19.65
Others 0.00
Debt 60.62
Mutual Funds 10.77
Money Market 0.00
Cash / Call 8.96

View All

Concentration

Holdings (%)
Top 5 43.14
Top 10 60.37
Sector (%)
Top 3 10.63

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