Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.39%
3.11%
6 Months
−2.47%
4.12%
1 Year
1.15%
−0.25%
3 Years
8.53%
10.95%
5 Years
8.38%
10.56%
Since Inception
10.13%
10.62%
Fund Age
8 yrs 2 mo
13 yrs 8 mo
AUM
₹52.94 Cr
₹41.22 Cr
Alpha – 1 Year
1.50%
0.18%
Alpha – 3 Years
−0.47%
2.39%
Information Ratio – 3 Years
-0.50
0.52
Volatility – 1 Year
18.43%
20.61%
Volatility – 3 Years
14.27%
17.57%
Beta – 1 Year
1.13
1.24
Beta – 3 Years
0.99
1.19
Sharpe Ratio – 1 Year
-0.13
-0.18
Sharpe Ratio – 3 Years
0.15
0.46
Worst Rolling Year
7.57%
-10.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.89 Cr
Deepest Drawdown
−16.90%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
12.70%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 64% · M 27% · S 1%
L 70% · M 29%
Number of Stocks
10
25
Portfolio P/E
46.08
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%