- Manager
- Neo Alternative Asset Managers
- Service
- Discretionary
- Asset class
- Multi-asset
Neo Multi Asset Structure Investment Product - Moderately Conservative Portfolio
−5.43%
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 Conservative Portfolio returned −5.43% 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 ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- Nifty Multi Asset Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) Index
- Turnover, past year
- 1.01×
- 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 | — | −2.85% | — |
| 3 months | — | −1.23% | — |
| 6 months | +8.57% | +6.24% | +2.33% |
| 1 year | −5.43% | +2.21% | −7.64% |
| 2 years | +1.52% | +2.37% | −0.85% |
| Since inception | +4.11% | +9.60% | −5.49% |
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.
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹4.88 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 1.01×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Neo Multi Asset Structure Investment Product - Moderately Conservative Portfolio returned?
−5.43% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 6 months: 8.57%; 1 year: −5.43%; 2 years: 1.52%; Since inception: 4.11%.
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 7.64 percentage points behind.
How much does Neo Multi Asset Structure Investment Product - Moderately Conservative Portfolio manage?
₹0 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 Conservative 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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