Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.74%
−1.39%
6 Months
3.03%
−2.47%
1 Year
3.99%
1.15%
3 Years
8.85%
8.53%
5 Years
8.35%
8.38%
Since Inception
10.50%
10.13%
Fund Age
8 yrs 2 mo
8 yrs 2 mo
AUM
₹274.26 Cr
₹52.94 Cr
Alpha – 1 Year
−0.73%
1.50%
Alpha – 3 Years
−3.23%
−0.47%
Information Ratio – 3 Years
-0.72
-0.50
Volatility – 1 Year
15.72%
18.43%
Volatility – 3 Years
15.15%
14.27%
Beta – 1 Year
0.89
1.13
Beta – 3 Years
0.94
0.99
Sharpe Ratio – 1 Year
-0.08
-0.13
Sharpe Ratio – 3 Years
0.27
0.15
Worst Rolling Year
7.13%
7.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−20.31%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 64% · M 27% · S 1%
Number of Stocks
40
10
Portfolio P/E
30.14
46.08
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%