Why Peerless Income Plus Fund?

 

Gone are those days when you had to postpone your happiness today for a better tomorrow. Invest in Peerless Income Plus Fund. Give your Child the best education, gift your family a dream house, buy your dream car. Start enjoying tomorrow's happiness from today. Peerless Income Plus Fund is brought to you by Peerless Funds Management Co Ltd.,  a subsidiary of "The Peerless General Finance & Investment Company Ltd." Investors having different preferences for asset class can invest in Peerless Income Plus Fund.

 

POSITIONING OF PEERLESS INCOME PLUS FUND:

 

Peerless Income Plus Fund is conservative in nature & it is positioned between income & Balanced Funds on risk-return parameters. The Fund will follow a strategy and will endeavour to deliver consistent risk adjusted returns and not just high return with high volatility.

 

Debt Investment Strategy

Equity Investment Strategy

Low – Medium duration

Active & Dynamic Equity Allocation depending on Macro / Micro economic environment.

Focus on generating regular dividends / income by taking lower mark to market calls

Company & Business analysis, Industry Research, Macro Economic View, Technical valuations.

Credit analysis before portfolio construction

Investment in large cap stocks with low beta.

 

KEY FACTS:

 

Type of Scheme

Open Ended Debt Scheme

Investment Objective

To generate regular income through a portfolio of predominantly high quality fixed income securities and with marginal exposure to equity and equity related instruments.

Investment valuation

The amount invested in the fund is valued daily as per the SEBI (MF). Regulation & directives and the NAVs are declared daily.

Minimum Amount for Purchase / Redemption

Rs. 1000/- in multiples of Re. 1/- thereafter

Minimum Additional Purchase Amount

Rs. 100/- and in multiples of Re. 1/- thereafter

Investment Plans and Options

Growth

Dividend (Payout and Reinvestment)

Default Option – Growth

Systematic Investment Plan (SIP)

Monthly – Rs. 500/- and in multiples of Re. 1 thereafter.

Quarterly – Rs. 1,000/- and in multiples of Re. 1 thereafter.

Half Yearly – Rs. 2,000/- and in multiples of Re. 1 thereafter.

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

 

ASSET ALLOCATION PATTERN:

 

Instruments

Normal Allocation

(% of Net Assets)

Risk Profile
(Low / Medium / High)

 

Minimum

Maximum

 

Debt & Money Market Instrument

80%

98%

Low to Medium

Equity & Equity Related Instruments And / or Units of Equity mutual fund Schemes

2%

20%

High

 

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.