Compare Schemes

Neo Yield Enhancer vs Unifi Insider Shadow*

Neo Yield Enhancer

Unifi Insider Shadow*

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Return for the risk

1 yr return

-5%

10%

15%

Nifty 500 · 1.3%

Neo Yield Enhancer

10.6% • vol 0.3%

Unifi Insider Shadow*

9.4% • vol 17%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.79%

4.21%

6 Months

4.98%

10.07%

1 Year

10.56%

9.44%

3 Years

—

8.18%

5 Years

—

8.16%

Since Inception

11.26%

14.06%

Fund Age

2 yrs 8 mo

16 yrs 4 mo

AUM

₹1,889.65 Cr

₹85.99 Cr

Alpha – 1 Year

9.31%

4.72%

Alpha – 3 Years

—

−3.91%

Information Ratio – 3 Years

—

Volatility – 1 Year

0.27%

17.03%

Volatility – 3 Years

—

Beta – 1 Year

0.04

0.92

Beta – 3 Years

—

Sharpe Ratio – 1 Year

17.75

0.30

Sharpe Ratio – 3 Years

—

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

—

Number of Stocks

—

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%

—

Top Sectors

Others · 60.34%

Financial Services · 7.63%

Government · 0.64%

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

—

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