Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.39%
4.84%
6 Months
−2.47%
7.61%
1 Year
1.15%
−0.76%
3 Years
8.53%
11.28%
5 Years
8.38%
9.58%
Since Inception
10.13%
11.67%
Fund Age
8 yrs 2 mo
7 yrs 11 mo
AUM
₹52.94 Cr
₹12.5 Cr
Alpha – 1 Year
1.50%
−3.74%
Alpha – 3 Years
−0.47%
−0.61%
Information Ratio – 3 Years
-0.50
-0.06
Volatility – 1 Year
18.43%
20.02%
Volatility – 3 Years
14.27%
16.21%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
-0.13
-0.22
Sharpe Ratio – 3 Years
0.15
0.41
Worst Rolling Year
7.57%
8.66%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−16.90%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.70%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 27% · S 1%
L 36% · M 30% · S 35%
Number of Stocks
10
15
Portfolio P/E
46.08
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%