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Neo Yield Enhancer
Neo Yield Enhancer

Neo Yield Enhancer

  • Neo Asset Management Pvt Ltd
  • Debt
  • 3
    Out of 15*
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Portfolio age1 year, 10 months
0.95%
0.73%
Hurdle Rate**0.00%
Fixed fee1% Or 1.25%
Min. Investment₹1 Cr
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Arpee Jani
  • Manager Rank Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr11.8%
Profile

8+ Years of Experience In Fixed Income Market and Financial Research Reputed Work History Established expertise as a Fixed Income Trader at LKP Securities, specializing in providing tailored financial solutions to institutional clients. Proven Track Record Responsible for managing proprietary treasury funds through strategic credit and directional calls on G-Secs & other Fixed Income Instruments. Qualifications Chartered Accountant and M.Com (Postgraduate)

Other Schemes
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Neo Yield Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category
Debt
Category Rank
4 Out of 15
Fixed Fee
1% Or 1.25%
Scheme Return
0.95%
Benchmark Return
0.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Jan 24, 2024
Min. Investment
₹1 Cr
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1% Or 1.25%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The customized discretionary portfolios are tailored made to meet clients specific objective. The portfolios have client specific investment objectives and risk control metrics.

Investment Approach

Debt PMS

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Neo Yield Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
4 Out of 15
Fixed Fee
1% Or 1.25%
Scheme Return
0.95%
Benchmark Return
0.73%
Maximal - Income Fund
AUM (₹ Cr)
₹32.01 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
1 Out of 15
Fixed Fee
No Option
Scheme Return
2.06%
Benchmark Return
0.73%
Absolute Return Strategy
AUM (₹ Cr)
₹810.00 Cr
Hurdle Rate
8%
Benchmark
Crisil Composite Bond Fund Index
Category Rank
2 Out of 15
Fixed Fee
1.75%
Scheme Return
1.64%
Benchmark Return
0.68%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category Rank
3 Out of 15
Fixed Fee
2.50%
Scheme Return
1.01%
Benchmark Return
0.95%
Karvy - Excel
AUM (₹ Cr)
₹94.25 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
5 Out of 15
Fixed Fee
1.50%
Scheme Return
0.75%
Benchmark Return
%
FIRST Conservative Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category Rank
6 Out of 15
Fixed Fee
0.75%
Scheme Return
0.74%
Benchmark Return
0.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Neo Asset Management Pvt Ltd
Neo Asset Management Pvt Ltd manages assets worth Rs 3610.31 crores. Its current offering of PMS schemes includes 1 Debt scheme.

AUM (₹ cr)

3,610.31 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Neo Yield Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category
Debt
Category Rank
4 Out of 15
Fixed Fee
1% Or 1.25%
Scheme Return
0.95%
Benchmark Return
0.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Neo Yield Enhancer?
There is no option for Hurdle rate.
What is the fixed fee charged in Neo Yield Enhancer ?
The fixed fee charged in Neo Yield Enhancer is 1% Or 1.25%.
What is the variable fee charged in Neo Yield Enhancer ?
There is no option for Variable fee.
What is the profit sharing in Neo Yield Enhancer ?
There is no option for Profit sharing.
What is the minimum investment in Neo Yield Enhancer ?
The minimum investment in Neo Yield Enhancer is ₹1 Cr
What type of scheme is Neo Yield Enhancer?
Neo Yield Enhancer is an Debt scheme. It falls in the Debt category.
What is the inception date of Neo Yield Enhancer?
The inception date of Neo Yield Enhancer is Jan 24, 2024.
What is the exit load of Neo Yield Enhancer?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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