Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
7.03%
6 Months
4.98%
31.10%
1 Year
10.56%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
11.26%
15.58%
Fund Age
2 yrs 8 mo
16 yrs 9 mo
AUM
₹1,889.65 Cr
₹132.42 Cr
Alpha – 1 Year
9.31%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
0.27%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
0.04
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
17.75
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
—
−20.79%
Recovery Period
—
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
54
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%