Watch
A lot of bounce, little payoff
Vol ran at +17.8% annualised while Sharpe stayed at -0.08. You sat through noise that barely showed up in the result.
Neo Core Multi Asset Capital Compounder Strategy 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: 10 months · Sparse · 10 mo
Sparse track recordNeeds 12 months
CAGR
-9.02
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
83.33
Win Ratio
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Needs 12 months
- Max DD
- -9.02%
- Calmar
- Needs 12 months
- Track
- 10 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
Strength
Shallow peak-to-trough
Worst drop was -9.0%. Typical drawdowns ran nearer -2.2%. Milder than most equity PMS paths on file.
Watch
Often below a prior high
Roughly 50% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+80.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 83%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
-1.34%
Annualised Return
Needs 12 months
Hit Rate
80.00%
Maximum Drawdown
-9.02%
Annualised Volatility
17.85%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
83.3%
Calmar Ratio
Needs 12 months
PPerformance(24)RRisk(12)CConsistency(8)
- Best Year Return P
- Needs 12 months
- Worst Year Return P
- Needs 12 months
- Median Annual Return P
- Needs 12 months
- Average Monthly Return P
- -0.11%
- Geometric Mean Return P
- -0.22%
- Average Drawdown P
- -2.24%
- Median Drawdown P
- -0.94%
- Max Drawdown Duration P
- 3 mo
- Average Drawdown Duration P
- 4 mo
- Ulcer Index P
- 3.03%
- Return Stability Score P
- 19.41
- Return Persistence P
- -0.46
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -9.02%
- Worst 3-Month Period P
- -8.84%
- Worst 6-Month Period P
- -1.34%
- Return Smoothness Index P
- 10.18
- Capital Preservation Score P
- 90.98%
- Aggressiveness Score P
- 5.15%
- Downside Volatility R
- 31.25%
- Upside Volatility R
- 10.60%
- Time in Drawdown % R
- 50.00%
- VaR 95% R
- -8.59%
- VaR 99% R
- -12.10%
- CVaR 95% R
- -9.02%
- CVaR 99% R
- -12.10%
- Semi Variance R
- 0.0081
- Volatility of Drawdowns R
- 3.50%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -0.72
- Return Kurtosis C
- 2.74
- Coefficient of Variation C
- -46.14
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
Neo Core Multi Asset Capital Compounder Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Neo Core Multi Asset Capital Compounder Strategy performed?
- Neo Core Multi Asset Capital Compounder Strategy (NEO ASSET MANAGEMENT PRIVATE LIMITED) shows CAGR Needs 12 months and max drawdown -9.02% 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 Core Multi Asset Capital Compounder Strategy CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -9.02%. We only publish CAGR when there are enough months (≥12 on this track of 10 months). Learn more
- Where do Neo Core Multi Asset Capital Compounder Strategy 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 Core Multi Asset Capital Compounder Strategy?
- 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