Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Roha Asset Managers - Emerging Champion
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
0.18%
6 Months
4.98%
10.94%
1 Year
10.56%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
11.26%
27.03%
Fund Age
2 yrs 8 mo
5 yrs 11 mo
AUM
₹1,889.65 Cr
₹298.71 Cr
Alpha – 1 Year
9.31%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
0.27%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
0.04
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
17.75
-0.03
Sharpe Ratio – 3 Years
—
0.35
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
—
L 2% · M 2% · S 86%
Number of Stocks
54
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%