Compare Schemes

Neo Yield Enhancer vs Prime Synergy

Neo Yield Enhancer

Prime Synergy

Add Scheme

Return for the risk

1 yr return

-5%

10%

15%

Nifty 500 · 1.3%

Neo Yield Enhancer

10.6% • vol 0.3%

10%

Volatility • 1 yr deviation

1 Month

0.79%

3.55%

6 Months

4.98%

8.19%

1 Year

10.56%

—

3 Years

—

5 Years

—

Since Inception

11.26%

8.73%

Fund Age

2 yrs 8 mo

8 mo

AUM

₹1,889.65 Cr

₹35.83 Cr

Alpha – 1 Year

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

2.50% / yr

1.65% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

1% / 0.5% / –

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.