Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
−0.46%
6 Months
4.98%
6.77%
1 Year
10.56%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
11.26%
10.29%
Fund Age
2 yrs 8 mo
4 yrs 2 mo
AUM
₹1,889.65 Cr
₹9.69 Cr
Alpha – 1 Year
9.31%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
0.27%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
0.04
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
17.75
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−24.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
54
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –