- Manager
- Neo Alternative Asset Managers
- Service
- Discretionary
- Asset class
- Debt
Neo Core All Weather Strategy
₹60.40 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Neo Alternative Asset Managers’ Neo Core All Weather Strategy managed ₹60.40 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹60.40 Cr
- Benchmark
- CRISIL Composite Bond Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Index | Difference |
|---|---|---|---|
| 1 month | +1.07% | −0.42% | +1.49% |
| Since inception | +0.81% | −0.91% | +1.72% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Cash and other42.35%₹25.58 Cr
- Debt38.73%₹23.39 Cr
- Mutual funds18.92%₹11.43 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹9.99 Cr
- Net, FY to date
- ₹59.99 Cr
- Turnover, month
- 0.43×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Neo Core All Weather Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.07%; Since inception: 0.81%.
How much does Neo Core All Weather Strategy manage?
₹60.40 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Neo Core All Weather Strategy?
Neo Alternative Asset Managers, a SEBI-registered portfolio manager (INP000007641), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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