Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.79%
3.42%
6 Months
4.98%
2.89%
1 Year
10.56%
2.59%
3 Years
—
10.39%
5 Years
—
8.86%
Since Inception
11.26%
11.13%
Fund Age
2 yrs 8 mo
5 yrs 6 mo
AUM
₹1,889.65 Cr
₹63.54 Cr
Alpha – 1 Year
9.31%
−0.39%
Alpha – 3 Years
—
−1.50%
Information Ratio – 3 Years
—
-0.34
Volatility – 1 Year
0.27%
16.68%
Volatility – 3 Years
—
13.79%
Beta – 1 Year
0.04
0.95
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
17.75
-0.09
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
6.98%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−15.31%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
54
40
Portfolio P/E
—
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%