Watch
Often below a prior high
Roughly 64% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
PE Fund Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Pelican Holdings Private Limited
Age: 68 months
Trailing return from filed months
- 1Y
- -7.33%
- 3Y
- 5.32%
- 5Y
- 6.64%
- CAGR
- 8.12%
- Max DD
- -16.60%
- Calmar
- 0.49
- Track
- 68 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
12.31%
Rolling CAGR (5Y)
9.22%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Most holding windows finished up
79% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
66.58%
Annualised Return
8.12%
Hit Rate
58.82%
Maximum Drawdown
-16.60%
Annualised Volatility
12.43%
Sharpe Ratio
0.80
Sortino Ratio
0.62
Consistency Score
59.7%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 26.03%
- Worst Year Return P
- -5.58%
- Median Annual Return P
- 7.89%
- Average Monthly Return P
- 0.83%
- Geometric Mean Return P
- 0.76%
- Average Drawdown P
- -3.02%
- Median Drawdown P
- -1.38%
- Max Drawdown Duration P
- 11 mo
- Average Drawdown Duration P
- 4 mo
- Return / Max Drawdown P
- 0.49
- Return / Avg Drawdown P
- 3.17
- Ulcer Index P
- 5.03%
- Positive Rolling Periods % P
- 79.10%
- Return Stability Score P
- 27.86
- Return Persistence P
- -0.14
- Worst Rolling 12M Return P
- -1.93%
- Best Rolling 12M Return P
- 32.78%
- Maximum Monthly Loss P
- -12.94%
- Worst 3-Month Period P
- -15.71%
- Worst 6-Month Period P
- -11.93%
- Return Smoothness Index P
- 18.36
- Pain Adjusted Return P
- 3.17%
- Worst Case Investor Entry P
- -1.93%
- Capital Preservation Score P
- 83.40%
- Aggressiveness Score P
- 3.59%
- Recovery Efficiency P
- 0.49
- Downside Volatility R
- 9.41%
- Upside Volatility R
- 7.36%
- Time in Drawdown % R
- 64.18%
- VaR 95% R
- -5.07%
- VaR 99% R
- -7.52%
- CVaR 95% R
- -8.57%
- CVaR 99% R
- -12.94%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 3.79%
- CAGR per Unit Drawdown R
- 0.58
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -5.58%
- Return Skewness C
- -0.67
- Return Kurtosis C
- 2.70
- Coefficient of Variation C
- 4.33
- Calmar Ratio C
- 0.49
- Sterling Ratio C
- 0.58
- Burke Ratio C
- 0.33
Filings
Month-end SEBI filings. Missing months stay blank.
PE Fund performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PE Fund performed?
- PE Fund (Pelican Holdings Private Limited) shows CAGR 8.12% and max drawdown -16.60% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is PE Fund CAGR / max drawdown?
- CAGR is 8.12%; max drawdown is -16.60%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do PE Fund returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite PE Fund?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more