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 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
- -4.15%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 4.83%
- Max DD
- -17.23%
- Calmar
- 0.28
- 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
11.20%
Annualised Return
4.83%
Hit Rate
51.85%
Maximum Drawdown
-17.23%
Annualised Volatility
13.55%
Sharpe Ratio
0.41
Sortino Ratio
0.42
Consistency Score
51.9%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 11.96%
- Worst Year Return P
- -2.33%
- Median Annual Return P
- 1.69%
- Average Monthly Return P
- 0.47%
- Geometric Mean Return P
- 0.39%
- Average Drawdown P
- -3.87%
- Median Drawdown P
- -3.10%
- Max Drawdown Duration P
- 11 mo
- Average Drawdown Duration P
- 5 mo
- Return / Max Drawdown P
- 0.28
- Return / Avg Drawdown P
- 1.25
- Ulcer Index P
- 5.71%
- Positive Rolling Periods % P
- 51.85%
- Return Stability Score P
- 25.56
- Return Persistence P
- -0.12
- Worst Rolling 12M Return P
- -8.37%
- Best Rolling 12M Return P
- 12.17%
- Maximum Monthly Loss P
- -9.09%
- Worst 3-Month Period P
- -12.69%
- Worst 6-Month Period P
- -13.83%
- Return Smoothness Index P
- 16.76
- Pain Adjusted Return P
- 1.25%
- Worst Case Investor Entry P
- -8.37%
- Capital Preservation Score P
- 82.77%
- Aggressiveness Score P
- 3.91%
- Recovery Efficiency P
- 0.28
- Downside Volatility R
- 8.22%
- Upside Volatility R
- 10.30%
- Time in Drawdown % R
- 70.37%
- VaR 95% R
- -5.97%
- VaR 99% R
- -8.63%
- CVaR 95% R
- -9.09%
- CVaR 99% R
- -9.09%
- Semi Variance R
- 0.0006
- Volatility of Drawdowns R
- 4.27%
- CAGR per Unit Drawdown R
- 0.28
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.33%
- Return Skewness C
- 0.33
- Return Kurtosis C
- 1.73
- Coefficient of Variation C
- 8.38
- Calmar Ratio C
- 0.28
- Sterling Ratio C
- 0.28
- Burke Ratio C
- 0.24
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