Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Wallfort-India Contra Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 1.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.79%
3.26%
6 Months
4.98%
17.84%
1 Year
10.56%
16.84%
3 Years
—
—
5 Years
—
—
Since Inception
11.26%
22.85%
Fund Age
2 yrs 8 mo
7 mo
AUM
₹1,889.65 Cr
₹37.36 Cr
Alpha – 1 Year
9.31%
12.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.27%
29.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.04
1.60
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
17.75
0.48
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
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%