Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
NMR GROWTH STRATEGY
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 1.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.79%
5.30%
6 Months
4.98%
39.16%
1 Year
10.56%
20.20%
3 Years
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—
5 Years
—
—
Since Inception
11.26%
17.87%
Fund Age
2 yrs 8 mo
19 mo
AUM
₹1,889.65 Cr
₹82.38 Cr
Alpha – 1 Year
9.31%
15.48%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.27%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
0.04
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
17.75
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−24.64%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
54
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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