Very high amounts of capital and time are spent on having an informational / analytical edge, which dissipates fairly quickly and becomes easily available. Our edge is not informational or analytical, it is in having the temperament to buy when Mr. Market is moody and in having a long time horizon. Our method involves staying patiently in short term debt till opportunity presents itself, little/no transactions till exit, complete exit when it is time, repeat. Impatience and desire to avoid volatility on the part of others present the opportunity.
To invest in a concentrated portfolio of Large cap market leaders to create wealth over the long term while minimizing risk and investment life cycle cost
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.06% | -0.28% | -0.78% |
| 3 MONTHS | 5.05% | 6.33% | -1.28% |
| 6 MONTHS | 7.72% | 2.92% | 4.80% |
| 1 YEAR | 16.69% | 11.88% | 4.81% |
| 2 YEAR | 9.57% | 10.97% | -1.40% |
| 3 YEAR | 14.75% | 14.32% | 0.43% |
| 5 YEAR | 11.46% | 14.68% | -3.22% |
| SINCE INCEPTION | 11.91% | 13.71% | -1.80% |
| Year | Return |
|---|---|
| CY 2025 | 16.69% |
| CY 2024 | 2.92% |
| CY 2023 | 25.81% |
| CY 2022 | 5.12% |
| CY 2021 | 6.39% |
| CY 2020 | 19.19% |
| CY 2019 | 3.71% |
| CY 2018 | 2.50% |
| Year | Return |
|---|---|
| FY 26_YTD | 16.44% |
| FY 25 | 1.20% |
| FY 24 | 32.59% |
| FY 23 | 1.68% |
| FY 22 | 6.08% |
| FY 21 | 30.01% |
| FY 20 | -7.05% |
| FY 19 | 3.60% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Manager
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.
AMC: 1.5%
AMC: No Option
Hurdle: 10.00%
Profit Sharing: 15% Profit share above 10% Hurdle
Year 1: 0%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
