Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Xylem Maverick Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 1.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.79%
9.42%
6 Months
4.98%
52.78%
1 Year
10.56%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
11.26%
23.72%
Fund Age
2 yrs 8 mo
19 mo
AUM
₹1,889.65 Cr
₹71.55 Cr
Alpha – 1 Year
9.31%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.27%
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.04
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
17.75
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−27.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
54
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%