Strategy performance
Neo Multi Asset Structure Investment Product - Moderately Portfolio
Neo Asset Management Private Limited · AUM ₹2.78 Cr · as of May 2026
Our read
₹100 grew to ₹111.2 since inception (+4.8% CAGR), with a max drawdown of −17.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+4.8%
Max drawdown
−17.2%
Volatility
+13.6%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Neo Multi Asset Structure Investment Product - Moderately Portfolio₹111.2May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.1% | +0.1% | −9.1% | +11.2% | +0.6% | −2.3% | |||||||
| 2025 | −2.7% | −4.3% | +4.0% | +1.5% | +5.4% | +3.5% | −0.2% | −2.5% | −1.3% | +0.9% | −1.3% | −0.9% | +1.7% |
| 2024 | −1.6% | +5.1% | −0.0% | +5.0% | +3.5% | +2.6% | +0.5% | −2.1% | +0.7% | −2.1% | +12.0% |
Metrics
Tearsheet- 1M return
- +0.6%
- 3M return
- +1.7%
- 6M return
- −3.2%
- 1Y return
- −4.2%
- 2Y CAGR
- +3.7%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +4.8%
- Total return
- +11.2%
- Average month
- +0.5%
- Median month
- +0.1%
- Average up month
- +3.2%
- Best month
- +11.2%
- Best rolling 12M
- +12.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Neo Multi Asset Structure Investment Product - Moderately Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Neo Multi Asset Structure Investment Product - Moderately Portfolio performed?
- Neo Multi Asset Structure Investment Product - Moderately Portfolio (Neo Asset Management Private Limited) shows CAGR 4.83% and max drawdown -17.23% 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 Portfolio CAGR / max drawdown?
- CAGR is 4.83%; max drawdown is -17.23%. 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 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 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