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Peerless Income Plus Fund (MD)

PLAN: Regular OPTIONS: Monthly Dividend
10.725 0.01 (0.09%)

NAV as on 30 Apr, 2015

CRISIL MF RANK

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

Relatively Weak performance in the category

The scheme is ranked 5 in MIP Aggressive category by Crisil (for quarter ended Mar 2014) 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 30 Apr, 2015)

Period Returns (%) Rank #
1 mth -1.3 75
3 mth -0.4 73
6 mth 3.6 78
1 year 12.2 89
2 year 10.0 67
3 year 9.8 32
5 year - -

# Moneycontrol Rank within 108 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.3 - - - -
2014 0.4 2.2 0.7 1.5 -
2013 -0.8 1.6 -1.6 0.9 -0.7
2012 2.4 0.1 1.4 0.5 2.9
2011 0.6 -0.4 0.2 0.1 0.8
2010 - - 0.1 0.1 0.4

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 -1.3 -0.4 3.6 12.2 10.0 9.8 --
Category avg -0.8 0.1 4.3 16.3 9.9 8.5 4.1
Difference of Fund returns and Category returns -0.5 -0.5 -0.7 -4.1 0.1 1.3 --
Best of category 1.4 3.4 10.4 25.0 19.4 16.3 11.2
Worst of category -4.6 -5.9 -1.6 7.7 7.0 7.1 5.5
Peerless Income Plus Fund (MD) 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 arginal exposure to equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 08, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 231.52 (Mar-31-2015)
Minimum Investment Rs.1000
Last Dividend Rs.0.05 (Apr-24-2015)
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
6,749.74 -0.5 6.7 21.1 12.5 10.3
HDFC MIP - LTP (G) Rank 3
3,682.11 -1.6 3.5 19.0 12.3 10.0
ICICI Prudential MIP 25 (G) Rank 1
5,544.42 -0.1 6.3 21.3 13.3 10.5
Birla SL MIP II-Wealth 25 (G) Rank 1
676.58 -0.7 7.2 24.1 15.0 11.2
Axis Income Saver Fund - Reg. (G) Not Ranked
619.29 -0.3 3.5 18.3 11.8 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 5.53 5.53 4.53
Engineering 2.76 4.17 1.79
Oil & Gas 2.58 2.58 1.65
Automotive 1.94 2.27 0.98
Cons NonDurable 1.38 1.38 0.37
Cement 0.94 0.94 0.12

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 19.89
Others 0.00
Debt 63.66
Mutual Funds 9.17
Money Market 4.79
Cash / Call 2.49

View All

Concentration

Holdings (%)
Top 5 39.23
Top 10 62.70
Sector (%)
Top 3 10.87

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