Pelican PE fund

EQUITY LARGE CAP

Investments and exits are timed based on pre-determined Nifty PE levels in quality large-cap companies and market leaders.

+8.53%

3Y annualised returns

+9.00%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

13 Jun '18

Total AUM

₹50.51Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity91.7%

Cash8.3%

Equity market cap split

Large Cap63.8%

Mid Cap27.3%

Small Cap0.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

DR
Deepak Radhakrishnan
Portfolio Manager of Pelican PMS
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About

Deepak 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.

Experience

Over 20 years of experience as an investment professional.

Investment philosophy

Specializes in equity research and fund management.

Awards