Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
ORO-Alpha Value
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 1.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.79%
0.44%
6 Months
4.98%
5.47%
1 Year
10.56%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
11.26%
6.04%
Fund Age
2 yrs 8 mo
3 yrs 8 mo
AUM
₹1,889.65 Cr
₹1.28 Cr
Alpha – 1 Year
9.31%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.27%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
0.04
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
17.75
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−17.83%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 42% · M 17% · S 27%
Number of Stocks
54
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%