Watch
Often below a prior high
Roughly 74% 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 - 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
- 0.42%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 6.29%
- Max DD
- -20.05%
- Calmar
- 0.31
- 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
14.72%
Annualised Return
6.29%
Hit Rate
51.85%
Maximum Drawdown
-20.05%
Annualised Volatility
19.49%
Sharpe Ratio
0.41
Sortino Ratio
0.37
Consistency Score
51.9%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 11.55%
- Worst Year Return P
- 0.64%
- Median Annual Return P
- 2.19%
- Average Monthly Return P
- 0.66%
- Geometric Mean Return P
- 0.51%
- Average Drawdown P
- -5.18%
- Median Drawdown P
- -4.02%
- Max Drawdown Duration P
- 11 mo
- Average Drawdown Duration P
- 5 mo
- Return / Max Drawdown P
- 0.31
- Return / Avg Drawdown P
- 1.22
- Ulcer Index P
- 7.51%
- Positive Rolling Periods % P
- 44.44%
- Return Stability Score P
- 17.78
- Return Persistence P
- -0.11
- Worst Rolling 12M Return P
- -7.65%
- Best Rolling 12M Return P
- 12.55%
- Maximum Monthly Loss P
- -12.65%
- Worst 3-Month Period P
- -15.68%
- Worst 6-Month Period P
- -16.60%
- Return Smoothness Index P
- 11.76
- Pain Adjusted Return P
- 1.22%
- Worst Case Investor Entry P
- -7.65%
- Capital Preservation Score P
- 79.95%
- Aggressiveness Score P
- 5.63%
- Recovery Efficiency P
- 0.31
- Downside Volatility R
- 11.77%
- Upside Volatility R
- 14.27%
- Time in Drawdown % R
- 74.07%
- VaR 95% R
- -8.59%
- VaR 99% R
- -12.43%
- CVaR 95% R
- -12.65%
- CVaR 99% R
- -12.65%
- Semi Variance R
- 0.0012
- Volatility of Drawdowns R
- 5.50%
- CAGR per Unit Drawdown R
- 0.31
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.64%
- Return Skewness C
- 0.35
- Return Kurtosis C
- 1.72
- Coefficient of Variation C
- 8.52
- Calmar Ratio C
- 0.31
- Sterling Ratio C
- 0.31
- Burke Ratio C
- 0.24
Filings
Month-end SEBI filings. Missing months stay blank.
Neo Multi Asset Structure Investment Product - Aggressive Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Neo Multi Asset Structure Investment Product - Aggressive Portfolio performed?
- Neo Multi Asset Structure Investment Product - Aggressive Portfolio (Neo Asset Management Private Limited) shows CAGR 6.29% and max drawdown -20.05% 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 - Aggressive Portfolio CAGR / max drawdown?
- CAGR is 6.29%; max drawdown is -20.05%. 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 - 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 - 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