Neo Asset Management Pvt Ltd

Neo Asset - Yield Enhancer

Debt, Dynamics Bond

AUM (Cr.)

Undisclosed

Benchmark

Nifty Medium to Lond Duration Debt

Inception Date

January 24, 2024

Minimum Investement

Rs. 50 Lakh

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Investment Approach Trailing Returns

Period	Investment Approach (%)	Benchmark (%)
1M Return	0.93	0.48
3M Return	2.74	1.54
6M Return	5.65	0.46
1Y Return	12.07	6.73
2Y Return	NA	NA
3Y Return	NA	NA
5Y Return	NA	NA
Since Inception	11.66	7.83

Investment Approach vs Benchmark

Market Composition

Large Cap

Mid Cap

Small Cap

Cash

Fund Manager

Ms.Arpee Jani

Ms. Arpee Jani serves as Principal Officer at Neo Asset Management Pvt. Ltd., with over 8 years of experience in fixed income markets and financial research, backed by a reputed work history and established expertise in the field. In her current role, she contributes to the firm's alternative asset management strategies, including private credit and fixed income solutions for high-net-worth clients and institutions, as evidenced by her contact listing on Neo's official site. Her professional background includes positions such as Fixed Income Trader at Neo Wealth Management since April 2022 and prior roles like Manager at LKP Securities Ltd., highlighting her focus on treasury and credit operations within India's wealth management sector.

Fee Structure

Fixed Fee (%)	Performance Fee (%)	Hurdle Rate (%)	Exit Load (%)
1.25%	NA	NA	NA

Disclaimer : Past performance of Portfolio Managers/Investment Approaches, including model portfolios, is not indicative of future results and has been obtained from public sources. RR Finance and its representatives make no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of such information. Investors are requested to carry out their own independent due diligence and consult their financial advisors before making any investment decisions. Investments are subject to market risks. Read all scheme related documents carefully.