Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
−2.47%
19.55%
1 Year
1.15%
11.69%
3 Years
8.53%
15.46%
5 Years
8.38%
—
Since Inception
10.13%
23.05%
Fund Age
8 yrs 2 mo
3 yrs 4 mo
AUM
₹52.94 Cr
₹95.08 Cr
Alpha – 1 Year
1.50%
8.71%
Alpha – 3 Years
−0.47%
3.58%
Information Ratio – 3 Years
-0.50
0.52
Volatility – 1 Year
18.43%
27.25%
Volatility – 3 Years
14.27%
23.29%
Beta – 1 Year
1.13
1.44
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
-0.13
0.33
Sharpe Ratio – 3 Years
0.15
0.66
Worst Rolling Year
7.57%
15.47%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−16.90%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.70%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 27% · S 1%
—
Number of Stocks
10
—
Portfolio P/E
46.08
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%