Silver Moderate Conservative
Balance with ETFs
Risk Level: Moderate
Min Investment: ₹5000
30 Days Return:
2.37%
90 Days Return:
3.94%
365 Day Return:
19.76%
Annualised Returns:
9.82%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹5000 |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt |
| Universes | Large Caps Money Market Multi Caps |
| Investment Styles | Multi-Asset Multi-Strategy Rotation |
| Instruments | ETFs |
| Rebalancing Frequency | Monthly |
| Volatility | Moderate |
Strategy Description
Our equity ETFs are a blend of different approaches designed to drive outperformance, while a higher allocation to debt significantly reduces volatility.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|
| Silver Moderate Conservative | FBC Generic Blended Moderate Conservative Benchmark | |
|---|---|---|
| 30-day returns | 2.37% | 1.77% |
| 90-day returns | 3.94% | 3.02% |
| YTD returns | 5.94% | 5.24% |
| 1-year returns | 19.76% | 18.48% |
| Returns since inception | 119.25% | 117.66% |
| Annualised returns | 9.82% | 9.72% |
| Best year returns | 17.60% | - |
| Worst year returns | -4.95% | - |
| Sharpe ratio | 0.47 | 0.41 |
| Max drawdown percent | -14.09% | -14.63% |
Discalaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.