Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.39%
10.15%
6 Months
−2.47%
31.39%
1 Year
1.15%
26.01%
3 Years
8.53%
19.28%
5 Years
8.38%
23.67%
Since Inception
10.13%
28.23%
Fund Age
8 yrs 2 mo
5 yrs 4 mo
AUM
₹52.94 Cr
₹483.07 Cr
Alpha – 1 Year
1.50%
21.29%
Alpha – 3 Years
−0.47%
7.19%
Information Ratio – 3 Years
-0.50
0.38
Volatility – 1 Year
18.43%
27.77%
Volatility – 3 Years
14.27%
26.19%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
0.99
1.20
Sharpe Ratio – 1 Year
-0.13
0.78
Sharpe Ratio – 3 Years
0.15
0.61
Worst Rolling Year
7.57%
19.29%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−16.90%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.70%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 27% · S 1%
L 12% · M 6% · S 81%
Number of Stocks
10
63
Portfolio P/E
46.08
62.66
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%
TD Power Systems Ltd · 4.93%
Neuland Laboratories Ltd · 4.31%
Acutaas Chemicals Ltd · 4.08%
Garware Hi Tech Films Ltd · 4.01%
Hitachi Energy India Ltd · 3.82%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%