Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Tulsian - PMS
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%
2.21%
6 Months
−2.47%
21.04%
1 Year
1.15%
21.34%
3 Years
8.53%
19.08%
5 Years
8.38%
23.67%
Since Inception
10.13%
—
Fund Age
8 yrs 2 mo
6 yrs 4 mo
AUM
₹52.94 Cr
₹364.08 Cr
Alpha – 1 Year
1.50%
21.69%
Alpha – 3 Years
−0.47%
10.08%
Information Ratio – 3 Years
-0.50
0.52
Volatility – 1 Year
18.43%
32.28%
Volatility – 3 Years
14.27%
28.08%
Beta – 1 Year
1.13
1.47
Beta – 3 Years
0.99
1.60
Sharpe Ratio – 1 Year
-0.13
0.58
Sharpe Ratio – 3 Years
0.15
0.57
Worst Rolling Year
7.57%
15.61%
Value at Worst Rolling Year
₹1.08 Cr
₹1.16 Cr
Deepest Drawdown
−16.90%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.70%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 27% · S 1%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
—
Fixed Fee
1.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%