Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
4.79%
6 Months
4.98%
13.10%
1 Year
10.56%
18.11%
3 Years
—
14.56%
5 Years
—
8.71%
Since Inception
11.26%
13.67%
Fund Age
2 yrs 8 mo
11 yrs 2 mo
AUM
₹1,889.65 Cr
₹138.06 Cr
Alpha – 1 Year
9.31%
18.46%
Alpha – 3 Years
—
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
0.27%
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
0.04
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
17.75
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
54
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%