Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.39%
1.47%
6 Months
−2.47%
5.42%
1 Year
1.15%
9.64%
3 Years
8.53%
10.36%
5 Years
8.38%
7.75%
Since Inception
10.13%
11.08%
Fund Age
8 yrs 2 mo
9 yrs 11 mo
AUM
₹52.94 Cr
₹66.05 Cr
Alpha – 1 Year
1.50%
9.99%
Alpha – 3 Years
−0.47%
1.36%
Information Ratio – 3 Years
-0.50
0.51
Volatility – 1 Year
18.43%
17.05%
Volatility – 3 Years
14.27%
14.23%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.13
0.31
Sharpe Ratio – 3 Years
0.15
0.40
Worst Rolling Year
7.57%
0.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−16.90%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
12.70%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 27% · S 1%
L 84% · M 12%
Number of Stocks
10
23
Portfolio P/E
46.08
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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