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Peerless Income Plus Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
18.467 0.04 (0.19%)

NAV as on 25 Apr, 2017

CRISIL MF RANK

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MODERATE

MODERATE

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

Relatively Weak performance in the category

The scheme is ranked 5 in MIP Aggressive category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

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Returns (NAV as on 25 Apr, 2017)

Period Returns (%) Rank #
1 mth 1.4 41
3 mth 2.3 48
6 mth 4.2 42
1 year 12.3 43
2 year 10.3 24
3 year 11.5 46
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 0.8 3.7 4.0 -0.2 9.7
2015 2.7 0.7 2.3 1.7 8.4
2014 1.9 4.5 2.9 3.9 14.3
2013 0.4 3.2 0.7 3.2 8.4

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 (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 2.3 4.2 12.3 10.3 11.5 --
Category avg 1.2 2.0 3.4 11.0 9.2 10.7 5.7
Difference of Fund returns and Category returns 0.2 0.3 0.8 1.3 1.1 0.8 --
Best of category 2.8 5.8 10.4 24.2 19.4 16.3 14.1
Worst of category -0.8 -3.2 -6.4 -5.8 5.5 5.6 6.4
Peerless Income Plus Fund - Direct Plan (G) Review by Crisil - Rating: 1 (Rank 5 out of 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 Growth
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 2.23 (Mar-31-2017)
Minimum Investment Rs.1000
Last Dividend N.A.
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 2
3,534.34 2.4 3.9 16.2 13.1 11.5
Reliance MIP (G) Rank 3
2,402.13 2.1 3.4 11.8 12.3 10.7
Birla SL MIP II-Wealth 25 (G) Rank 1
1,571.67 4.2 4.7 20.0 16.2 14.1
ICICI Prudential MIP 25 (G) Rank 2
1,217.91 3.5 4.9 15.8 13.9 12.1
UTI MIS - Advantage Plan (G) Rank 3
849.29 3.1 3.8 12.3 12.3 11.5
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 5.97 5.72 5.72
Automotive 2.80 2.14 2.14
Engineering 2.30 2.55 2.55
Chemicals 1.64 1.16 1.16
Oil & Gas 1.26 1.03 1.03
Tobacco 1.19 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 19.68
Others 0.00
Debt 55.61
Mutual Funds 7.58
Money Market 7.03
Cash / Call 10.10

View All

Concentration

Holdings (%)
Top 5 33.01
Top 10 53.33
Sector (%)
Top 3 11.07

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