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Peerless Income Plus Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
18.973 0 (0.02%)

NAV as on 20 Jul, 2017

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 Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 20 Jul, 2017)

Period Returns (%) Rank #
1 mth 0.7 55
3 mth 3.1 40
6 mth 5.9 51
1 year 10.9 41
2 year 10.1 33
3 year 10.9 39
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 3.2 2.3 - - -
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 0.7 3.1 5.9 10.9 10.1 10.9 --
Category avg 0.8 2.5 4.8 10.2 9.5 10.1 5.8
Difference of Fund returns and Category returns -0.1 0.6 1.1 0.7 0.6 0.8 --
Best of category 1.7 4.5 10.4 23.4 19.4 16.3 14.8
Worst of category -0.8 -3.2 -6.4 -5.8 5.7 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 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 4.4 7.2 14.2 11.3 12.0
Reliance MIP (G) Rank 4
2,402.13 4.0 6.5 11.9 11.1 11.2
Birla SL MIP II-Wealth 25 (G) Rank 1
1,571.67 4.5 9.8 16.6 14.8 14.8
ICICI Prudential MIP 25 (G) Rank 1
1,217.91 4.2 8.2 14.0 12.5 12.6
ICICI Pru MIP 25 - Direct (G) Rank 2
36.41 4.4 8.7 15.0 13.3 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 6.00 0.00 0.00
Automotive 2.29 0.00 0.00
Oil & Gas 1.77 0.00 0.00
Cons NonDurable 1.63 0.00 0.00
Engineering 1.62 0.00 0.00
Chemicals 1.58 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 19.71
Others 0.00
Debt 61.99
Mutual Funds 7.18
Money Market 6.47
Cash / Call 4.64

View All

Concentration

Holdings (%)
Top 5 33.29
Top 10 56.51
Sector (%)
Top 3 10.06

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