- Manager
- Neo Alternative Asset Managers
- Service
- Discretionary
- Asset class
- Multi-asset
Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio
−8.07%
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 Structure Investment Product - Moderately Aggressive Portfolio returned −8.07% 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 ₹4.40 crore across its clients.
Key numbers
- AUM
- ₹4.40 Cr
- Benchmark
- Nifty Multi Asset Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) Index
- Turnover, past year
- 0.66×
- 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 | −5.70% | −2.85% | −2.85% |
| 3 months | −1.23% | −1.23% | 0.00% |
| 6 months | +7.91% | +6.24% | +1.67% |
| 1 year | −8.07% | +2.21% | −10.28% |
| 2 years | −4.64% | +2.37% | −7.01% |
| Since inception | +5.02% | +7.42% | −2.40% |
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 other86.59%₹3.81 Cr
- Listed equity13.41%₹0.59 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹18.32 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.66×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio returned?
−8.07% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.70%; 3 months: −1.23%; 6 months: 7.91%; 1 year: −8.07%; 2 years: −4.64%; Since inception: 5.02%.
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 10.28 percentage points behind.
How much does Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio manage?
₹4.40 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 Multi Asset Structure Investment Product - Moderately Aggressive Portfolio?
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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