Pelican Holdings Private Limited • Equity
Pelican PE Fund is an equity portfolio management service (PMS) strategy run by Pelican Holdings Private Limited, launched on 13 Jun 2018. As of 30 Sep 2026, it manages ₹47.59 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -7.33% over 1 year, +5.22% over 3 years and +6.47% over 5 years (+9.12% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.84 percentage points behind of its benchmark. Its 3-year return ranks 168th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by KANU KRISHNA WARRIAR.
Ranked nearby on 3-year return: Top 200 Core Equity Portfolio NR (+5.27%), ICICI Prudential PMS ETF Strategy (+5.25%), Trivantage Capital Resurgent Financials Equity Portfolio (+5.07%), India Growth (+5.04%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.57% |
| 3 Months | -5.53% |
| 1 Year | -7.33% |
| 3 Years | +5.22% |
| 5 Years | +6.47% |
| Since Inception | +9.12% |
| management fee | Fixed Fees: AMC charge : 1.5% |
| performance fee | Variable Fees: Hurdle: 10% Profit share: 15% in excess of hurdle rate |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPelican PE Fund has a 1-year return of -7.33%, a 3-year return of +5.22%, a 5-year return of +6.47% and +9.12% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Pelican PE Fund returned +6.47% against +6.38% for the Nifty 50 TRI, 0.09 percentage points ahead. Over 3 years it returned +5.22% against +6.06%; Over 1 year it returned -7.33% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Pelican PE Fund's 3-year return of +5.22% ranks 168th as of 30 Sep 2026.
Pelican PE Fund is managed by KANU KRISHNA WARRIAR at Pelican Holdings. The strategy manages ₹47.59 Cr of client assets as of 30 Sep 2026.
Pelican PE Fund manages ₹47.59 Cr of client assets as of 30 Sep 2026.
The fee structure for Pelican PE Fund includes: management fee: Fixed Fees: AMC charge : 1.5%; performance fee: Variable Fees: Hurdle: 10% Profit share: 15% in excess of hurdle rate.
The minimum investment for Pelican PE Fund is ₹50 Lakhs.
Pelican PE Fund was launched on 13 Jun 2018. It has an 8-year track record.
Description
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