Pelican - PE Fund

Pelican Holdings Pvt Ltd
LARGE CAP

13

Out of 19*
Compare
Share

Portfolio age 6 years, 8 months

0.73%

-0.45%

Hurdle Rate** 10.00%

Fixed fee 1.50%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (58.96%)

CASH AND EQUIVALENT (9.32%)

OTHERS (31.72%)

Allocation by Market Cap

Large Cap (58.87%)

Mid Cap (0.09%)

Sector Holdings

Automobile and Auto Components 17.36%
Financial Services 15.62%
Construction 9.24%
Construction Materials 7.70%
Oil, Gas & Consumable Fuels 5.22%

Stock Holdings

Maruti Suzuki India Ltd 10.81%
Cash & Cash Equivalents 9.32%
Larsen & Toubro Limited 9.24%
HDFC Bank Ltd 8.59%
UltraTech Cement Ltd 7.70%

PORTFOLIO MANAGERS

Deepak Radhakrishnan

Manager Rank 15 Out of 24
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM ₹47.63 Cr
Highest Return In 1 Yr 4.06%

Profile

Mr. Deepak is the Portfolio Manager of Pelican PMS. He is a seasoned investment professional with over 16 years experience across Equity research and Fund Management. His earlier assignments include managing mutual funds, private and corporate portfolios in India and abroad.