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SET SMS ALERT Fund Family Peerless Mutual Fund
Fund Class Debt Short Term
Below average performance in the category
The scheme is ranked 4 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 1.0 | 67 |
| 3 mth | 2.5 | 69 |
| 6 mth | 4.8 | 60 |
| 1 year | 10.2 | 55 |
| 2 year | 10.5 | 19 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 82 Debt Short Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 2.1 | - | - | - | - |
| 2012 | 2.5 | 2.5 | 2.4 | 2.2 | 10.4 |
| 2011 | 5.0 | 2.3 | 2.3 | 2.3 | 12.9 |
| 2010 | - | - | 0.8 | 1.7 | 2.5 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Short Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 1.0 | 2.5 | 4.8 | 10.2 | 10.5 | -- | -- |
| Category avg | 1.3 | 3.1 | 5.2 | 10.0 | 9.2 | 7.0 | 3.8 |
| Difference of Fund returns and Category returns | -0.3 | -0.6 | -0.4 | 0.2 | 1.3 | -- | -- |
| Best of category | 2.3 | 4.5 | 7.1 | 13.1 | 12.0 | 10.5 | 10.1 |
| Worst of category | 0.5 | 0.7 | 0.6 | 0.3 | 0.2 | -0.5 | 0.1 |
Investment Objective
To generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Aug 17, 2010 |
| Benchmark | CRISIL Short Term Bond Fund |
| Asset Size (Rs cr) | 89.17 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Ganti N Murthy View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit Load: 0.50% if redeemed before 15 days from the date of allotment |
| 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 Short Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL Dynamic Bond -RP (G) | Rank 3 |
14,567.05 | 4.5 | 7.1 | 12.6 | 9.5 | 9.8 |
| SBI Short Term Debt - RP (G) | Rank 3 |
2,159.03 | 3.7 | 6.0 | 11.8 | 8.9 | -- |
| SBI Short Horizon Debt-STF -RP (G) | Not Ranked |
64.89 | 3.7 | 6.0 | 11.7 | 8.7 | 8.1 |
| Templeton (I) ST Income (G) | Rank 5 |
5,197.92 | 4.0 | 6.2 | 11.9 | 9.0 | 9.7 |
| Templeton India Income Oppor. (G) | Rank 5 |
2,788.98 | 4.2 | 6.6 | 12.4 | 9.3 | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 9.85% Housing Development Finance Corporation Ltd (05/06/2015) | CRISIL AAA | 10.17 | 8.03 |
| 10.80% Dewan Housing Finance Corporation Ltd (05/12/2015) | CARE AA+ | 10.15 | 8.01 |
| 9.38% National Bank For Agriculture and Rural Development (15/09/2014) | CRISIL AAA | 10.10 | 7.97 |
| 10.60% Shriram City Union Finance Ltd (06/10/2015) | CRISIL AA- | 9.98 | 7.88 |
| 8.85% Infrastructure Development Finance Company Ltd (15/01/2016) | ICRA AAA | 8.55 | 6.75 |
| 11.15% Reliance Infrastructure Ltd (30/03/2016) | CRISIL AA- | 6.07 | 4.79 |
| 10.40% Oriental Hotels Ltd (10/01/2015) | ICRA AA- | 6.02 | 4.75 |
| 10.25% Jyothy Laboratories Ltd (07/11/2015) | CARE AA- | 5.03 | 3.97 |
| 12.50% Religare Finvest Ltd (28/06/2013) | ICRA A1+ | 5.02 | 3.96 |
| 5.60% Reliance Infrastructure Ltd (28/07/2013) | CRISIL AA- | 4.94 | 3.90 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 64.52 |
| Mutual Funds | N.A |
| Money Market | 31.87 |
| Cash / Call | 3.61 |
| Holdings | (%) |
|---|---|
| Top 5 | 38.64 |
| Top 10 | 60.01 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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
Income funds' AUM doubles, average maturity at 3 year high
As per Crisil Research analysis, Investor interest in long-term income funds surged during the quart ...
Jan 28, 2013 at 18:00 | Source: Moneycontrol.com
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
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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