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Peerless 3 in 1 Fund - Direct Plan (QD)

PLAN: Direct OPTIONS: Quarterly Dividend
14.551 0.02 (0.14%)

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.
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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

View Top ranked funds in other categories

Close Peerless Mutual Funds has re-launch of the erstwhile Peerless MF Child Plan as Peerless 3 in 1 Fund, w.e.f. May 15, 2015.
View Historic Graph From     To     

Returns (NAV as on 31 Jul, 2015)

Period Returns (%) Rank #
1 mth - 23
3 mth 1.4 20
6 mth 0.5 19
1 year 9.6 20
2 year 9.9 23
3 year - -
5 year - -

# Moneycontrol Rank within 39 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.2 - - - -
2014 0.9 4.5 2.5 3.3 -
2013 -0.9 0.9 1.1 3.0 5.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- 1.4 0.5 9.6 9.9 -- --
Category avg 0.5 1.4 1.6 8.9 10.0 7.6 3.4
Difference of Fund returns and Category returns -- 0.0 -1.1 0.7 -0.1 -- --
Best of category 3.0 6.0 25.6 38.3 26.5 19.7 14.0
Worst of category -1.2 -1.2 -4.0 0.5 3.1 2.3 5.3

Investment Info

Investment Objective

The Scheme seeks to generate long term capital appreciation through a portfolio of fixed income securities, equity & equity related Instruments and Gold Exchange Traded Funds. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.34 (Jun-30-2015)
Minimum Investment Rs.1000
Last Dividend N.A.
Bonus N.A.
Fund Manager Vikram Pamnani / Amit Nigam
View performance of schemes managed by the Fund Manager
Notes Peerless Mutual Funds has re-launch of the erstwhile Peerless MF Child Plan as Peerless 3 in 1 Fund, w.e.f. May 15, 2015.

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

Debt Oriented Hybrid Speciality Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Childrens Career Balanced Not Ranked
3,378.03 3.7 2.1 19.2 17.0 12.2
Axis Triple Advantage Fund (G) Not Ranked
447.03 0.2 -2.0 9.8 9.2 --
UTI CRTS 81(G) Not Ranked
412.64 2.1 1.9 12.3 13.6 10.9
UTI Mahila Unit Scheme (G) Not Ranked
192.09 1.9 1.8 13.5 11.7 8.3
HDFC Debt-Cancer Cure 2014-50% - DP Not Ranked
0.00 2.0 -0.5 0.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 5.78 7.38 4.54
Engineering 3.17 5.91 1.92
Automotive 2.05 3.55 1.74
Oil & Gas 1.82 3.39 1.42
Pharmaceuticals 1.41 2.95 1.06
Cons NonDurable 1.37 1.72 0.78

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 20.11
Others 0.00
Debt 53.30
Mutual Funds N.A
Money Market 0.00
Cash / Call 26.59

View All

Concentration

Holdings (%)
Top 5 44.04
Top 10 56.88
Sector (%)
Top 3 11.00

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