Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.39%
7.67%
6 Months
−2.47%
27.70%
1 Year
1.15%
47.52%
3 Years
8.53%
23.98%
5 Years
8.38%
15.87%
Since Inception
10.13%
18.55%
Fund Age
8 yrs 2 mo
16 yrs 2 mo
AUM
₹52.94 Cr
₹1,022.92 Cr
Alpha – 1 Year
1.50%
42.80%
Alpha – 3 Years
−0.47%
11.89%
Information Ratio – 3 Years
-0.50
1.12
Volatility – 1 Year
18.43%
28.29%
Volatility – 3 Years
14.27%
20.76%
Beta – 1 Year
1.13
1.36
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
-0.13
1.33
Sharpe Ratio – 3 Years
0.15
0.99
Worst Rolling Year
7.57%
-4.58%
Value at Worst Rolling Year
₹1.08 Cr
₹0.95 Cr
Deepest Drawdown
−16.90%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
12.70%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 27% · S 1%
L 22% · M 32% · S 42%
Number of Stocks
10
26
Portfolio P/E
46.08
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%