Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.11%
6 Months
4.98%
4.12%
1 Year
10.56%
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
11.26%
10.62%
Fund Age
2 yrs 8 mo
13 yrs 8 mo
AUM
₹1,889.65 Cr
₹41.22 Cr
Alpha – 1 Year
9.31%
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
0.27%
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
0.04
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
17.75
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
54
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%