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Peerless Income Plus Fund (QD)

PLAN: Regular OPTIONS: Quarterly Dividend
11.190 0.03 (0.27%)

NAV as on 25 May, 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 25 May, 2017)

Period Returns (%) Rank #
1 mth 0.5 53
3 mth 2.7 48
6 mth 3.6 57
1 year 10.2 64
2 year 8.1 58
3 year 9.2 70
5 year 9.5 22

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 0.5 - - - -
2016 -2.0 1.0 3.5 -2.8 0.6
2015 0.2 -2.0 -0.5 -1.1 -2.6
2014 -0.2 2.2 2.7 0.7 5.8
2013 -1.4 0.9 0.4 2.9 1.4
2012 1.9 -0.1 1.0 0.8 4.3

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 0.5 2.7 3.6 10.2 8.1 9.2 9.5
Category avg 0.5 2.2 3.6 11.0 9.1 10.1 5.8
Difference of Fund returns and Category returns 0.0 0.5 0.0 -0.8 -1.0 -0.9 3.7
Best of category 1.4 4.8 10.4 25.3 19.4 16.3 14.3
Worst of category -0.8 -3.2 -6.4 -5.8 5.2 5.6 6.4

Investment Info

Investment Objective

To generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 08, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 75.61 (Mar-31-2017)
Minimum Investment Rs.1000
Last Dividend Rs.0.16 (Apr-30-2017)
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 - Direct (G) Rank 2
197.78 4.8 4.0 18.0 11.7 --
HDFC MIP - LTP (G) Rank 2
3,534.34 4.6 3.7 17.3 11.2 12.0
Reliance MIP - Direct (G) Rank 4
86.81 3.5 3.5 13.4 12.1 --
Reliance MIP (G) Rank 4
2,402.13 3.3 3.0 12.4 11.1 11.0
Birla SL MIP II-Wealth 25 (G) Rank 1
1,571.67 3.9 5.6 19.3 14.6 14.3
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 5.96 5.72 5.72
Automotive 3.00 2.14 2.14
Engineering 2.40 2.55 2.55
Chemicals 1.70 1.16 1.16
Oil & Gas 1.36 1.03 1.03
Tobacco 1.19 0.00 0.00

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 20.01
Others 0.00
Debt 55.60
Mutual Funds 6.96
Money Market 7.12
Cash / Call 10.31

View All

Concentration

Holdings (%)
Top 5 29.15
Top 10 51.95
Sector (%)
Top 3 11.36

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