Neo PMS strategies
Neo runs 16 portfolio management strategies listed with APMI, managing โน3,192 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Neo Yield Enhancer | Debt | โ | โน1,276 Cr | โ | โ | โ | โน5 Lakhs | โ |
| Neo Club - Equity Advantage Products | Hybrid | โ | โน580 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Core Multi Asset Capital Compounder Strategy | Multi Asset | โ | โน526 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Club - Equity Dedicated Product | Equity | Nitin Jain | โน320 Cr | +12.65% | +3.65 pts | โ | โน50 Lakhs | Aug 2026 |
| Neo Multi Asset Moderate Strategy | Multi Asset | โ | โน282 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Core Multicap Equity Strategy | Equity | Arpee Jani | โน61.56 Cr | โ | โ | โ | โน50 Lakhs | Aug 2026 |
| Neo Multi Asset Aggressive Strategy | Multi Asset | โ | โน46.23 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Core Multi Asset Conservative Strategy | Multi Asset | โ | โน42.1 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Core Income Accrual Strategy | Debt | โ | โน23.41 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Club - Multi Asset Structure Investment Strategy - Aggressive portfolio | Multi Asset | โ | โน22.93 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Club - Multi Asset Structure Investment Strategy - Moderately Conservative Portfolio | Multi Asset | โ | โน4.92 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Club - Multi Asset Structure Investment Strategy - Moderately Aggressive portfolio | Multi Asset | โ | โน4.48 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Club - Multi Asset Structure Investment Strategy - Moderate Portfolio | Multi Asset | โ | โน2.71 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Neo Club - Equity Advantage Product | Equity | Nitin Jain | โ | โ | โ | โ | โน50 Lakhs | Aug 2026 |
| Neo Club - Multi Asset Investment Product | โ | Nitin Jain | โ | โ | โ | โ | โน50 Lakhs | Aug 2026 |
| Neo Core Hybrid Balanced Strategy | Hybrid | โ | โ | โ | โ | โ | โน50 Lakhs | โ |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS