COMPARE PMS SCHEMES| Category | Large Cap | Large Cap | |
|---|---|---|---|
| AUM (₹ cr) | 50.66 | 214.64 | |
| Fixed Fee | 1.50% | No Option | |
| Variable Fee | No Option | No Option | |
| Hurdle Rate | 10.00% | No Option | |
| Profit Sharing | 15% Profit share above 10% Hurdle | No Option | |
| Benchmark | Nifty 50 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 8 years | 8 years, 9 months |
 Deepak Radhakrishnan |  Neelesh Dhamnaskar | ||
| Profile | Deepak Radhakrishnan is the Portfolio Manager of Pelican PMS. He is a seasoned investment professional with over 20 years’ experience across Equity research and Fund Management. His earlier assignments include managing mutual funds, private and corporate portfolios in India and abroad. | Neelesh has over 17 years’ experience in equity markets and financial services domain. Before joining the PMS division of Invesco, Neelesh was managing few equity funds, overseas fund of fund schemes of Invesco Mutual Fund as well as tracking few sectors as an analyst. He was previously working with Enam(now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house in equity research and has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University |
| Allocation by Market Cap |
|
| |
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 17.21% Construction 9.75% Construction Materials 7.13% ETF 32.91% Financial Services 14.78% Oil, Gas & Consumable Fuels 5.72% | Communication Services 7.16% Consumer Discretionary 10.53% Financials 32.87% HealthCare 11.51% Industrials 17.12% | |
| Stock Holdings | Cash & Cash Equivalents 8.33% Larsen & Toubro Limited 9.75% Maruti Suzuki India Ltd. 10.41% Motilal Oswal MOSt Shares Midcap 100 ETF 23.39% Nippon India ETF Nifty 50 Bees. 9.1% | Bharti Airtel Ltd. 7.16% Eternal Ltd. 7.08% HDFC Bank Ltd. 6.16% ICICI Bank Ltd. 7.37% Larsen & Toubro Ltd. 5.4% Reliance Industries Ltd. 5.45% |
| Min. Investment | 5000000 | 5000000 | |
|---|---|---|---|
| SIP Option | Available | Not Available | |
| STP Option | Available | Not Available | |
| Exit Load | Exit load is 0% | Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
