Neo PMS strategies

Neo runs 16 portfolio management strategies listed with APMI, managing โ‚น3,192 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: August 2026 ยท Source: APMI ยท Updated

16 PMS strategies by Neo, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Neo Yield EnhancerDebtโ€”โ‚น1,276 Crโ€”โ€”โ€”โ‚น5 Lakhsโ€”
Neo Club - Equity Advantage ProductsHybridโ€”โ‚น580 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Core Multi Asset Capital Compounder StrategyMulti Assetโ€”โ‚น526 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Club - Equity Dedicated ProductEquityNitin Jainโ‚น320 Cr+12.65%+3.65 ptsโ€”โ‚น50 LakhsAug 2026
Neo Multi Asset Moderate StrategyMulti Assetโ€”โ‚น282 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Core Multicap Equity StrategyEquityArpee Janiโ‚น61.56 Crโ€”โ€”โ€”โ‚น50 LakhsAug 2026
Neo Multi Asset Aggressive StrategyMulti Assetโ€”โ‚น46.23 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Core Multi Asset Conservative StrategyMulti Assetโ€”โ‚น42.1 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Core Income Accrual StrategyDebtโ€”โ‚น23.41 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Club - Multi Asset Structure Investment Strategy - Aggressive portfolioMulti Assetโ€”โ‚น22.93 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Club - Multi Asset Structure Investment Strategy - Moderately Conservative PortfolioMulti Assetโ€”โ‚น4.92 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Club - Multi Asset Structure Investment Strategy - Moderately Aggressive portfolioMulti Assetโ€”โ‚น4.48 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Club - Multi Asset Structure Investment Strategy - Moderate PortfolioMulti Assetโ€”โ‚น2.71 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Neo Club - Equity Advantage ProductEquityNitin Jainโ€”โ€”โ€”โ€”โ‚น50 LakhsAug 2026
Neo Club - Multi Asset Investment Productโ€”Nitin Jainโ€”โ€”โ€”โ€”โ‚น50 LakhsAug 2026
Neo Core Hybrid Balanced StrategyHybridโ€”โ€”โ€”โ€”โ€”โ‚น50 Lakhsโ€”

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