Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Peerless Mutual Fund
Fund Class Debt Oriented Hybrid Speciality Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.2 | 4 |
| 3 mth | 1.5 | 11 |
| 6 mth | 1.0 | 9 |
| 1 year | 5.9 | 12 |
| 2 year | 8.9 | 4 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 16 Debt Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -0.7 | - | - | - | - |
| 2012 | 3.6 | 1.7 | 3.1 | 1.6 | 10.7 |
| 2011 | - | 1.7 | 5.0 | 1.0 | 7.6 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.2 | 1.5 | 1.0 | 5.9 | 8.9 | -- | -- |
| Category avg | -0.7 | 1.7 | 1.1 | 7.1 | 4.4 | 2.1 | 2.5 |
| Difference of Fund returns and Category returns | 0.9 | -0.2 | -0.1 | -1.2 | 4.5 | -- | -- |
| Best of category | 2.0 | 5.0 | 6.8 | 12.5 | 9.5 | 8.7 | 10.5 |
| Worst of category | -3.8 | -1.1 | -2.5 | 1.0 | 4.0 | 4.3 | 3.3 |
Investment Objective
To generate long term capital appreciation through a portfolio of fixed income securities,equity & equity related instruments and Gold Exchange Traded Funds.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Mar 25, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 14.78 (Mar-30-2013) |
| Minimum Investment | Rs.1000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Mr. Ganti N. Murthy ~ Mr. Kaushik Dani View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit load: 1% if redeemed before a period of 1 year. |
| Regd. Office | H.O. 3rd Floor, 1, Chowringhee Square, Kolkata, 700069 |
|---|---|
| Tel. No. | 033-40185000 / 022 - 61779922 |
| Fax No. | 033-40185010 |
| connect@peerlessmf.co.in | |
| Website | http://www.peerlessmf.co.in |
| Debt Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Canara Robeco InDiGo Fund (G) | Not Ranked |
721.70 | -1.1 | -1.3 | 1.4 | -- | -- |
| UTI Mahila Unit Scheme (G) | Not Ranked |
228.70 | 2.0 | 1.2 | 8.7 | 5.0 | 8.5 |
| Kotak Multi Asset Allocation (G) | Not Ranked |
143.04 | 2.9 | 3.6 | 11.0 | -- | -- |
| HDFC Childrens Gift (Sav) | Not Ranked |
72.35 | 2.5 | 2.9 | 8.3 | 8.3 | 10.5 |
| Union KBC AAF - Moderate Plan (G) | Not Ranked |
47.54 | 2.1 | 1.5 | 8.2 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 12.25% Muthoot Finance Ltd (14/09/2014) | CRISIL AA- | 1.54 | 10.59 |
| 8.85% Infrastructure Development Finance Company Ltd (15/01/2016) | ICRA AAA | 1.52 | 10.49 |
| 10.70% Indiabulls Housing Finance Ltd (08/07/2014) | CARE AA+ | 1.52 | 10.46 |
| 8% HDFC Bank Ltd (13/08/2013) | 1.00 | 6.89 | |
| HCL Technologies Ltd | 0.32 | 2.17 | |
| ICICI Bank Ltd | 0.23 | 1.59 | |
| ITC Ltd | 0.20 | 1.35 | |
| Housing Development Finance Corporation Ltd | 0.19 | 1.33 | |
| Larsen & Toubro Ltd | 0.18 | 1.24 | |
| Glenmark Pharmaceuticals Ltd | 0.16 | 1.13 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 6.42 | 6.57 | 2.05 |
| Technology | 3.54 | 4.42 | 1.02 |
| Pharmaceuticals | 2.74 | 2.98 | 0.56 |
| Oil & Gas | 2.10 | 2.42 | 0.29 |
| Engineering | 1.51 | 2.80 | 0.90 |
| Automotive | 1.36 | 2.28 | 0.70 |
| Equity | 21.02 |
| Others | 0.00 |
| Debt | 38.43 |
| Mutual Funds | 7.99 |
| Money Market | 24.36 |
| Cash / Call | 8.20 |
| Holdings | (%) |
|---|---|
| Top 5 | 40.60 |
| Top 10 | 47.24 |
| Sector | (%) |
|---|---|
| Top 3 | 12.70 |
Peerless MF launches cash investment facility
Mutual fund house Peerless Mutual Fund has started the option of cash investment to tap the un-banke ...
Feb 04, 2013 at 17:24 | Source: PTI
Peerless MF ties up with Allahabad Bank for distribution
Peerless Mutual Fund ties up with Allahabad Bank to distribute its products in using the bank's Pan ...
Sep 17, 2012 at 18:16 | Source: Moneycontrol.com
Expert's view on Budget 2012-2013
Budget 2012 was more or less headed in a right direction. Read this space to know what the top-notch ...
Mar 16, 2012 at 17:29 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
