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Dezerv Corporate Surplus Management Strategy vs Neo Yield Enhancer

Dezerv Corporate Surplus Management Strategy

Neo Yield Enhancer

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Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

Neo Yield Enhancer

10.6% • vol 0.3%

10%

Volatility • 1 yr deviation

1 Month

0.64%

0.79%

6 Months

3.85%

4.98%

1 Year

7.82%

10.56%

3 Years

—

5 Years

—

Since Inception

8.18%

11.26%

Fund Age

1 yr 11 mo

2 yrs 8 mo

AUM

₹268.89 Cr

₹1,889.65 Cr

Alpha – 1 Year

2.62%

9.31%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

0.27%

Volatility – 3 Years

—

Beta – 1 Year

—

0.04

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

17.75

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

HSBC Overnight Fund - Direct (G) · 12.29%

KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%

Cash & Cash Equivalent · 6.42%

9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%

PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%

Top Sectors

—

Others · 60.34%

Financial Services · 7.63%

Government · 0.64%

Fixed Fee

1.00% / yr

2.50% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / 0% / 0%

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