Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.39%
4.29%
6 Months
−2.47%
2.17%
1 Year
1.15%
7.07%
3 Years
8.53%
15.12%
5 Years
8.38%
—
Since Inception
10.13%
19.80%
Fund Age
8 yrs 2 mo
7 yrs 3 mo
AUM
₹52.94 Cr
₹7.19 Cr
Alpha – 1 Year
1.50%
7.50%
Alpha – 3 Years
−0.47%
6.56%
Information Ratio – 3 Years
-0.50
1.22
Volatility – 1 Year
18.43%
19.38%
Volatility – 3 Years
14.27%
16.31%
Beta – 1 Year
1.13
1.18
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
-0.13
0.17
Sharpe Ratio – 3 Years
0.15
0.62
Worst Rolling Year
7.57%
14.31%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−16.90%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.70%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 27% · S 1%
L 73% · M 25%
Number of Stocks
10
100
Portfolio P/E
46.08
27.01
Top 5 Holdings
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –