Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 1.3%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.79%
−0.67%
6 Months
4.98%
−7.55%
1 Year
10.56%
0.34%
3 Years
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—
5 Years
—
—
Since Inception
11.26%
12.70%
Fund Age
2 yrs 8 mo
2 yrs 3 mo
AUM
₹1,889.65 Cr
₹7.52 Cr
Alpha – 1 Year
9.31%
−2.64%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.27%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
0.04
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
17.75
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
54
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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