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bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Pelican - PE Fund
Fund Summary
CategoryLarge Cap
AUM (₹ cr)52.51
Fixed Fee1.50%
Variable FeeNo Option
Hurdle Rate10.00%
Profit Sharing15% Profit share above 10% Hurdle
BenchmarkNifty 50 TRI
Portfolio Age7 years, 8 months
Trailing Returns
Portfolio Manager
Deepak Radhakrishnan
Deepak Radhakrishnan
ProfileDeepak Radhakrishnan is the Portfolio Manager of Pelican PMS. He is a seasoned investment professional with over 20 years’ experience across Equity research and Fund Management. His earlier assignments include managing mutual funds, private and corporate portfolios in India and abroad.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 53.96%
  • Mid Cap 7.28%
Sector Holdings
Automobile and Auto Components
19.48%
Construction
8.99%
Construction Materials
6.76%
Financial Services
16.26%
Oil, Gas & Consumable Fuels
5.66%
Stock Holdings
Cash & Cash Equivalents
7.97%
HDFC Bank Ltd.
8.63%
Hero MotoCorp Limited
7.18%
Larsen & Toubro Limited
8.99%
Maruti Suzuki India Ltd
12.15%
Investment Details
Min. Investment5000000
SIP OptionAvailable
STP OptionAvailable
Exit Load Exit load is 0%