- Manager
- Neo Alternative Asset Managers
- Service
- Discretionary
- Asset class
- Multi-asset
Neo Multi Asset Aggressive Strategy
+2.36%
1-year return
Benchmark Nifty Multi Asset Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) Index +2.21% · to 30 Sep 2026
Neo Alternative Asset Managers’ Neo Multi Asset Aggressive Strategy returned 2.36% over the year to 30 Sep 2026, against 2.21% for its benchmark, the Nifty Multi Asset Equity: Debt: Arbitrage: REITs/InvITs (50:20:20:10) Index. It managed ₹53.98 crore across its clients.
Key numbers
- AUM
- ₹53.98 Cr
- Benchmark
- Nifty Multi Asset Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) Index
- Turnover, past year
- 0.98×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Multi Asset Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) Index | Difference |
|---|---|---|---|
| 1 month | −4.29% | −2.85% | −1.44% |
| 3 months | −1.51% | −1.23% | −0.28% |
| 6 months | +9.87% | +6.24% | +3.63% |
| 1 year | +2.36% | +2.21% | +0.15% |
| Since inception | +7.30% | +2.54% | +4.76% |
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
- Mutual funds70.12%₹37.85 Cr
- Cash and other25.19%₹13.60 Cr
- Debt4.30%₹2.32 Cr
- Listed equity0.39%₹0.21 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹15.24 Cr
- Outflow, Sep 2026
- ₹14.22 Cr
- Net, Sep 2026
- ₹1.02 Cr
- Net, FY to date
- ₹8.50 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 0.98×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Neo Multi Asset Aggressive Strategy returned?
2.36% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.29%; 3 months: −1.51%; 6 months: 9.87%; 1 year: 2.36%; Since inception: 7.30%.
How has it done against its benchmark?
Its benchmark, the Nifty Multi Asset Equity: Debt: Arbitrage: REITs/InvITs (50:20:20:10) Index, returned 2.21% over the year, so the strategy was 0.15 percentage points ahead.
How much does Neo Multi Asset Aggressive Strategy manage?
₹53.98 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 Multi Asset Aggressive 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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