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Pelican PE Fund

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended 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.

IME Strategy Rating

Large Cap Strategy: 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.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Pelican PE Fund

Type: Large Cap | GARP | AUM (51.9 cr) | Inc Date (13 June 2018)

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.

Trailing Performance

1yr 3yr 5yr Since Inception
Pelican PE Fund 25.1 13.7 15.9 13.5
S&P BSE 500 TRI 41.1 18.4 22.4 16.2
Alpha over Broad Mkt BM -16 -4.7 -6.5 -2.7
Nifty 50 TRI 33 14.9 19
Alpha over Category BM -7.9 -1.2 -3.1

Performance as of: 30-Sep-24 | Inception Date: 13-Jun-18

Fund Managers

Deepak Radhakrishnan | 2-star rated FM

Portfolio Manager | 21 yrs Experience | 7 yrs at current firm

Past Experience: Asst. VP (Marmore MENA Intelligence), Fund Manager (United Securities LLC), Sr. Manager Research (Unifi Capital Pvt Ltd)

Deepak Radhakrishnan is a seasoned investment professional with over 15 years of experience across Equity Research and Fund Management.

Fee Structure

Fee StructureFee
Fixed Fee Structure
Variable Fee Structures1.5% fixed + 15% above 10% hurdle
Exit Fees

AMC

AMC: Pelican PMS (click link for detailed AMC review)

Not a Recommended AMC: Pelican PMS is sub-scale and has yet to prove its investment management credentials. The 1-star rating of the AMC 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.

Pelican PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.