A substantial investment of capital and time is often allocated to achieving a transient informational or analytical advantage. Our distinct advantage, however, lies not in ephemeral market insights, but in the disciplined temperament to invest during periods of market irrationality and in maintaining an extended investment horizon. Our strategy entails a patient allocation to short-term debt instruments, awaiting opportune market conditions. Transactions are minimized until a complete divestment is deemed appropriate, after which the cycle is repeated. The opportunities we capitalize on arise from the impatience and aversion to short-term price fluctuations exhibited by other market participants.
To facilitate wealth creation through strategic long-term investment in a focused portfolio of prominent large-cap companies, while concurrently optimizing risk mitigation and cost efficiency throughout the investment horizon.
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 serves as Portfolio Manager for Pelican PMS. He possesses over two decades of comprehensive experience in investment management, encompassing both equity research and fund management. His prior roles involved the oversight of mutual funds, as well as private and corporate investment portfolios, both domestically within India and internationally.
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%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
