Pelican PE Fund
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of Pelican PE Fund
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the Fund
This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.
Strategy
Fund's Strategy View
The strategy seeks to invest in a focused portfolio of large-cap market leaders, aiming to generate long-term wealth while minimizing risk and investment life cycle costs.
Fund Performance
The fund has underperformed peers & is amongst the worst performing schemes in this category in the last 5 year trailing returns. In terms of longer-term annual performance, performance consistency has been mixed, with the fund having outperformed & underperformed the bechmark roughly in half the years.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Pelican PE Fund | 10.3 | 13.7 | 10.7 | 11.1 |
| S&P BSE 500 | 6.5 | 15 | 15 | 13.1 |
| Alpha over Broad Mkt BM | 3.8 | -1.3 | -4.3 | -2 |
| Nifty 50 | 7.7 | 12.8 | 13.2 | |
| Alpha over Category BM | 2.6 | 0.9 | -2.5 |
Performance as of: 31-Jan-26 | Inception Date: 13-Jun-18 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
IME's Review of Pelican PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
View on AMC
The 1-star rating of Pelican PMS is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.
AMC's Pedigree
AMC Team
Investment Philosophy
Pelican PE Fund- Investment Strategy
Pelican PE Fund is a large-cap strategy. Investment based on equity life cycle which aims at being simple, objective, scalable, and non-prognosticative.Experience the benefits of working with a 'research-first' investments firm
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