Watch
Often below a prior high
Roughly 70% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio Performance
MULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Neo Asset Management Private Limited
Age: 27 months
Trailing return from filed months
- 1Y
- -4.46%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 5.57%
- Max DD
- -17.49%
- Calmar
- 0.32
- Track
- 27 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Total Return
12.97%
Annualised Return
5.57%
Hit Rate
59.26%
Maximum Drawdown
-17.49%
Annualised Volatility
14.95%
Sharpe Ratio
0.44
Sortino Ratio
0.34
Consistency Score
59.3%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 13.26%
- Worst Year Return P
- -4.17%
- Median Annual Return P
- 4.08%
- Average Monthly Return P
- 0.54%
- Geometric Mean Return P
- 0.45%
- Average Drawdown P
- -4.49%
- Median Drawdown P
- -3.92%
- Max Drawdown Duration P
- 11 mo
- Average Drawdown Duration P
- 10 mo
- Return / Max Drawdown P
- 0.32
- Return / Avg Drawdown P
- 1.24
- Ulcer Index P
- 6.33%
- Positive Rolling Periods % P
- 48.15%
- Return Stability Score P
- 23.17
- Return Persistence P
- -0.11
- Worst Rolling 12M Return P
- -7.61%
- Best Rolling 12M Return P
- 12.23%
- Maximum Monthly Loss P
- -11.59%
- Worst 3-Month Period P
- -14.13%
- Worst 6-Month Period P
- -14.81%
- Return Smoothness Index P
- 15.29
- Pain Adjusted Return P
- 1.24%
- Worst Case Investor Entry P
- -7.61%
- Capital Preservation Score P
- 82.51%
- Aggressiveness Score P
- 4.32%
- Recovery Efficiency P
- 0.32
- Downside Volatility R
- 11.26%
- Upside Volatility R
- 9.32%
- Time in Drawdown % R
- 70.37%
- VaR 95% R
- -6.55%
- VaR 99% R
- -9.50%
- CVaR 95% R
- -11.59%
- CVaR 99% R
- -11.59%
- Semi Variance R
- 0.0011
- Volatility of Drawdowns R
- 4.55%
- CAGR per Unit Drawdown R
- 0.32
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -4.17%
- Return Skewness C
- -0.46
- Return Kurtosis C
- 1.62
- Coefficient of Variation C
- 7.94
- Calmar Ratio C
- 0.32
- Sterling Ratio C
- 0.32
- Burke Ratio C
- 0.25
Filings
Month-end SEBI filings. Missing months stay blank.
Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio performed?
- Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio (Neo Asset Management Private Limited) shows CAGR 5.57% and max drawdown -17.49% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio CAGR / max drawdown?
- CAGR is 5.57%; max drawdown is -17.49%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more