Know Your PMS · Monthly tearsheet
Neo Club Equity Advantage Product
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of May_202630 months filedBM: BenchmarkBM: BenchmarkName1BM: NIFTY50TRIBM: NIFTY50HYBRID50-50BM: NIFTY 50 Hybrid Composite Debt 50:50 Index
CAGR
9.85%
Total return
26.49%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
100.00%
Best / worst month
1.4% / 0.2%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.84% | 0.46% | 0.32% | 1.17% | 1.10% | – | – | – | – | – | – | – | 3.95% |
2025 | 0.88% | 0.73% | 0.93% | 0.78% | 0.76% | 0.20% | 0.75% | 0.84% | 0.80% | 1.14% | 1.39% | 0.64% | 10.29% |
2024 | 0.92% | 1.05% | 0.33% | 0.64% | 0.88% | 0.86% | 0.87% | 0.88% | 0.69% | 0.92% | 0.80% | 0.70% | 9.97% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 0.33% | 0.33% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
30 mo
Longest loss streak
0 mo
Ann. volatility
0.91%
Downside deviation
0.00%