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Pelican - PE Fund
Pelican - PE Fund

Pelican - PE Fund

  • Pelican Holdings Pvt Ltd
  • Large Cap
  • 16
    Out of 20*
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Portfolio age7 years, 5 months
3.98%
4.62%
Hurdle Rate**10.00%
Fixed fee1.50%
Min. Investment₹50 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 31/10/2025)
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 (8.6%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (7.08%)
Large Cap (53.66%)
Sector Holdings
  • Automobile and Auto Components19.02%
  • Financial Services16.75%
  • Construction8.95%
  • Construction Materials6.91%
  • Oil, Gas & Consumable Fuels5.39%
Stock Holdings
  • Maruti Suzuki India Ltd11.89%
  • Larsen & Toubro Limited8.95%
  • HDFC Bank Ltd.8.65%
  • Cash & Cash Equivalents8.6%
  • Bajaj Finance Limited7.58%

bt_logoPORTFOLIO MANAGERS

Deepak Radhakrishnan
  • Manager Rank12 Out of 23
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM52.18
  • Highest Return In 1 Yr12.39%
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
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Pelican - PE Fund
AUM (₹ Cr)
₹52.18 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
16 Out of 28
Fixed Fee
1.50%
Scheme Return
3.98%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
52.18
(As on Oct, 2025)
Inception Date
Jun 13, 2018
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
15% Profit share above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To invest in a concentrated portfolio of Large cap market leaders to create wealth over the long term while minimizing risk and investment life cycle cost

Investment Approach

Very high amounts of capital and time are spent on having an informational / analytical edge, which dissipates fairly quickly and becomes easily available. Our edge is not informational or analytical, it is in having the temperament to buy when Mr. Market is moody and in having a long time horizon. Our method involves staying patiently in short term debt till opportunity presents itself, little/no transactions till exit, complete exit when it is time, repeat. Impatience and desire to avoid volatility on the part of others present the opportunity.

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bt_logoPEER ANALYSIS

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Pelican - PE Fund
AUM (₹ Cr)
₹52.18 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
16 Out of 28
Fixed Fee
1.50%
Scheme Return
3.98%
Benchmark Return
4.62%
IFM Largecap Fund
AUM (₹ Cr)
₹119.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
5.92%
Benchmark Return
4.62%
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
5.32%
Benchmark Return
4.27%
Accuracap - Alpha10
AUM (₹ Cr)
₹115.89 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.6%
Sanctum - Indian Olympians
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 28
Fixed Fee
No Option
Scheme Return
5.07%
Benchmark Return
4.62%
*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 79.72 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

79.72 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Pelican - PE Fund
AUM (₹ Cr)
₹52.18 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
16 Out of 28
Fixed Fee
1.50%
Scheme Return
3.98%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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%

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