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Pelican - PE Fund
Pelican - PE Fund

Pelican - PE Fund

  • Pelican Holdings Pvt Ltd
  • Large Cap
  • 16
    Out of 23*
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PMS Bazaar
Portfolio age8 years
-0.18%
-1.72%
Hurdle Rate**10.00%
Fixed fee1.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (8.33%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (0.11%)
Large Cap (58.65%)
Sector Holdings
  • ETF32.91%
  • Automobile and Auto Components17.21%
  • Financial Services14.78%
  • Construction9.75%
  • Construction Materials7.13%
Stock Holdings
  • Motilal Oswal MOSt Shares Midcap 100 ETF23.39%
  • Maruti Suzuki India Ltd.10.41%
  • Larsen & Toubro Limited9.75%
  • Nippon India ETF Nifty 50 Bees.9.1%
  • Cash & Cash Equivalents8.33%

bt_logoPORTFOLIO MANAGERS

Deepak Radhakrishnan
  • Manager Rank14 Out of 26
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM50.66
  • Highest Return In 1 Yr1.23%
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.

Other Schemes
AUM (₹ Cr)
₹50.66 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
17 Out of 30
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹50.66 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
17 Out of 30
Fixed Fee
1.50%
AUM (₹ Cr)
₹352.00 Cr
Hurdle Rate
0% to 15.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 30
Fixed Fee
No Option
AUM (₹ Cr)
₹1,695.15 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
₹89.54 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹111.92 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
1.75%
AUM (₹ Cr)
₹853.13 Cr
Hurdle Rate
10.00% or 0%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Pelican Holdings Pvt Ltd
Pelican Holdings Pvt Ltd manages assets worth Rs 76.85 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

76.85 (As on May, 2026)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹50.66 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
17 Out of 30
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Pelican - PE Fund?
The hurdle rate of Pelican - PE Fund is 10.00%.
What is the fixed fee charged in Pelican - PE Fund ?
The fixed fee charged in Pelican - PE Fund is 1.50%.
What is the variable fee charged in Pelican - PE Fund ?
There is no option for Variable fee.
What is the profit sharing in Pelican - PE Fund ?
The profit sharing in Pelican - PE Fund is 15% Profit share above 10% Hurdle.
What is the minimum investment in Pelican - PE Fund ?
The minimum investment in Pelican - PE Fund is ₹50 Lacs
What type of scheme is Pelican - PE Fund?
Pelican - PE Fund is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Pelican - PE Fund?
The inception date of Pelican - PE Fund is Jun 13, 2018.
What is the exit load of Pelican - PE Fund?
Exit load is 0%