Many Dreams. One Solution  - An open ended equity scheme

 

Move up in life.

 

In today's day and age, needs and aspirations are constantly evolving. We always want to aspire to greater heights. If you own a bike you want a car, followed by a dream house. We want to move up in life.

 

Why invest in an equity fund?

 

Over the last decade, BSE Sensex, the benchmark of Indian markets, has recorded a CAGR of 17%.

 

In the long term, the Indian equity market has outperformed its counterpart BRIC & Asian emerging nations.

 

Why invest in an equity fund now?

 

The Indian equity market has entered a Valuation Band which appears attractive in the long term.

 
 

At PEAK
(on 10th Jan '08)

As on Date

Mar '12 (Est).

P/E

24.7

14.3

13.5

P/BV

6.3

2.5

2.3

 

P/E Ratio

BSE SENSEX

Our View

10

12000

Very Attractive

12

14400

Attractive

14

16800

Attractive

16

19200

Fair

18

21600

Rich

20

24000

Unattractive

*Based on Estimated FY12 Consolidated Sensex Earnings (internal Estimates)

Note: The above view is based on the current market scenario and can change from time to time.

 

Our Investment Strategy  (SIP Option Available)

 

Active Portfolio
Management

Ideal blend of Top down &
Bottom up approach

Fundamental driven
companies

Diversification

 

Peerless Equity Fund – Key Facts

 

Type of Scheme

Open-ended Equity Fund

Investment Objective

The primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of equity & equity related securities diversified over various sectors.

Asset Allocation

Equity and related instruments : 80% to 100%

Debt and related instruments: 0% to 20%

Benchmark

S&P CNX Nifty

Investment Options

Growth Option (Default)

Dividend Option (pay out and re-investment)

Minimum Application Amount

Rs 1,000/- (multiples of Re 1/-) & additional  Re1/-

Systematic Investment Plan

Monthly: Rs 500/- and in multiples of Rs 100/- thereafter.

Quarterly: Rs 1,000/- and in multiples of Rs 100/- thereafter.

Half Yearly: Rs 2,000/- and in multiples of Rs 100/- thereafter.

Load Structure

Entry Load: Nil, Exit Load: 1% if redeemed before 1 year & nil on or after 1 year.

 

Peerless Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, Sponsored by The Peerless General Finance & Investment Co. Ltd. (liability restricted to Rs. 1 Lakh). Trustee: Peerless Trust Management Co Ltd. Investment Manager: Peerless Funds Management Company Ltd. (the AMC)

 

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

 

Please refer to www.peerlessmf.co.in for further details.