Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 1.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.79%
10.96%
6 Months
4.98%
14.84%
1 Year
10.56%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
11.26%
20.33%
Fund Age
2 yrs 8 mo
3 yrs
AUM
₹1,889.65 Cr
₹214.05 Cr
Alpha – 1 Year
9.31%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
0.27%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
0.04
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
17.75
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
54
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%