Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.79%
2.21%
6 Months
4.98%
21.04%
1 Year
10.56%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
11.26%
—
Fund Age
2 yrs 8 mo
6 yrs 4 mo
AUM
₹1,889.65 Cr
₹364.08 Cr
Alpha – 1 Year
9.31%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
0.27%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.04
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
17.75
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
54
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%