Neo Multi Asset Moderate Strategy
Neo Multi Asset Moderate Strategy is a Multi_asset Portfolio Management Service launched by Neo Asset Management Private Limited on August 2025. Managed by Arpee Jani, the fund holds ₹343 Cr in AUM and benchmarks against NSE Multi Asset Index 2. Minimum investment is ₹5000000 lakh. Trailing returns: 11.73% since inception. Performance data as of July 2026.
Learn
Neo Multi Asset Moderate Strategy
Neo Asset Management Private Limited
343.26 CR AUM
Neo Multi Asset Moderate Strategy
Neo Asset Management Private Limited
343.26 CR AUM
NSE Multi Asset Index 2
Benchmark
0yr 11mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 2
Benchmark
0yr 11mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
arpee jani
Fund Manager
MULTI_ASSETStrategies
8+ Years of Experience In Fixed Income Market and Financial Research Reputed Work History Established expertise as a Fixed Income Trader at LKP Securities, specializing in providing tailored financial solutions to institutional clients. Proven Track Record Responsible for managing proprietary treasury funds through strategic credit and directional calls on G-Secs & other Fixed Income Instruments. Qualifications Chartered Accountant and M. Com (Postgraduate)
What is this fund's investment objective?
Generate long term capital appreciation
How has Neo Multi Asset Moderate Strategy performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
0.13%
1M benchmark return
1.70%
Alpha
-1.57%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
0.13%
1M benchmark return
1.70%
Alpha
-1.57%
1M Wealth multiple
1.00x
Similar Investment Approaches
360 One Mandate - Balanced
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹5,068.77 Cr
MA
360 One Mandate - Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹2,301.26 Cr
MA
Kotak Evolv Plus Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
₹1,084.96 Cr
MA
360 One Mandate - Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹1,077.02 Cr
MA
Infinity Core Approach
Nuvama Asset Management Limited
₹1,071.31 Cr
MA