Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
−1.39%
6 Months
15.19%
−2.47%
1 Year
3.21%
1.15%
3 Years
19.65%
8.53%
5 Years
—
8.38%
Since Inception
25.09%
10.13%
Fund Age
3 yrs 5 mo
8 yrs 2 mo
AUM
₹4,148.34 Cr
₹52.94 Cr
Alpha – 1 Year
0.23%
1.50%
Alpha – 3 Years
7.77%
−0.47%
Information Ratio – 3 Years
0.62
-0.50
Volatility – 1 Year
21.54%
18.43%
Volatility – 3 Years
22.15%
14.27%
Beta – 1 Year
1.06
1.13
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
-0.01
-0.13
Sharpe Ratio – 3 Years
0.68
0.15
Worst Rolling Year
19.49%
7.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−27.91%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 64% · M 27% · S 1%
Number of Stocks
26
10
Portfolio P/E
55.82
46.08
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%