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Pelican - PE Fund
Pelican - PE Fund

Pelican - PE Fund

  • Pelican Holdings Pvt Ltd
  • Large Cap
  • 18
    Out of 24*
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Portfolio age7 years, 11 months
-12.94%
-11.3%
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 31/03/2026)
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 (8.83%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (0%)
Large Cap (91.05%)
Sector Holdings
  • Financial Services46.63%
  • Automobile and Auto Components18.29%
  • Construction9.06%
  • Construction Materials7.28%
  • Oil, Gas & Consumable Fuels5.85%
Stock Holdings
  • Motilal Oswal MOSt Shares Midcap 100 ETF21.8%
  • Maruti Suzuki India Ltd11.11%
  • Maruti Suzuki India Ltd.10.65%
  • Nippon India ETF Nifty 50 Bees.9.39%
  • Larsen & Toubro Limited9.06%

bt_logoPORTFOLIO MANAGERS

Deepak Radhakrishnan
  • Manager Rank15 Out of 27
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM46.29
  • Highest Return In 1 Yr-1.2%
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)
₹46.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
26 Out of 31
Fixed Fee
1.50%
Scheme Return
-12.94%
Benchmark Return
-11.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
46.29
(As on Mar, 2026)
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

  • table
  • Grid
Compare
Pelican - PE Fund
AUM (₹ Cr)
₹50.51 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
16 Out of 31
Fixed Fee
1.50%
Scheme Return
9.02%
Benchmark Return
-11.3%
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹250.00 Cr
Hurdle Rate
0% to 15%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 31
Fixed Fee
No Option
Scheme Return
23.65%
Benchmark Return
-11.3%
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 31
Fixed Fee
2.00%
Scheme Return
15.86%
Benchmark Return
-11.37%
Omni Emperors
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 31
Fixed Fee
2.50%
Scheme Return
13.09%
Benchmark Return
-11.37%
SCSL - Long Term Value Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 31
Fixed Fee
2.50%
Scheme Return
12.27%
Benchmark Return
-11.3%
Alpha
AUM (₹ Cr)
₹15.19 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 31
Fixed Fee
Upto 2.50%
Scheme Return
11.35%
Benchmark Return
-11.3%
*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 72.05 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

72.05 (As on Mar, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Pelican - PE Fund
AUM (₹ Cr)
₹50.51 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
16 Out of 31
Fixed Fee
1.50%
Scheme Return
9.02%
Benchmark Return
-11.3%
*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%

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