Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Right Horizons - Perennial
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%
−0.19%
6 Months
−2.47%
11.46%
1 Year
1.15%
8.21%
3 Years
8.53%
12.09%
5 Years
8.38%
11.81%
Since Inception
10.13%
13.34%
Fund Age
8 yrs 2 mo
5 yrs 3 mo
AUM
₹52.94 Cr
₹34.29 Cr
Alpha – 1 Year
1.50%
5.23%
Alpha – 3 Years
−0.47%
0.21%
Information Ratio – 3 Years
-0.50
0.17
Volatility – 1 Year
18.43%
24.84%
Volatility – 3 Years
14.27%
21.42%
Beta – 1 Year
1.13
1.25
Beta – 3 Years
0.99
1.08
Sharpe Ratio – 1 Year
-0.13
0.21
Sharpe Ratio – 3 Years
0.15
0.49
Worst Rolling Year
7.57%
7.11%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−16.90%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.70%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 27% · S 1%
L 5% · M 7% · S 69%
Number of Stocks
10
37
Portfolio P/E
46.08
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%