Diamond Conservative
A diverse strategy designed to aim for outperformance for a conservative investor with a low-risk appetite.
Risk Level: Moderately Low
Min Investment: ₹50 Lakhs

30 Days Return:
2.95%

90 Days Return:
4.67%

365 Day Return:
18.53%

Since Inception:
108.30%
Strategy Specifications
Inception Date | Jan. 1, 2016 |
Min Investment | ₹50 Lakhs |
Strategy Type | Diversified Portfolio |
Asset Classes | Equity Bonds ETFs |
Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt High Quality Debt High Yield Debt |
Investment Styles | Multi-Asset Multi-Strategy |
Instruments | Equity Debt Gold |
Rebalancing Frequency | Monthly |
Volatility | Moderately Low |
Strategy Description
An investor with a low risk-appetite can still hold a portfolio comprised of a broad equity strategy with low volatility, designed to outperform other similar options available for such an investor
Asset Allocation
Equity
20.00%
Debt
80.00%
Strategy Selection
Category | Weight |
---|---|
Debt Allocation | 80.00% |
Fera Momentum | 6.00% |
Cruise Momentum | 6.00% |
Financial Momentum | 4.00% |
Healthcare Momentum | 4.00% |
Diamond Conservative | Generic Conservative Benchmark | |
---|---|---|
30-day returns | 2.95% | 0.13% |
90-day returns | 4.67% | 0.13% |
YTD returns | 15.68% | 0.13% |
1-year returns | 18.53% | 0.13% |
3-year returns | 52.93% | 0.13% |
Returns since inception | 108.30% | 0.13% |
Annualised returns | 2.71% | 63.37% |
Best year returns | 15.99% | 0.13% |
Worst year returns | 2.55% | 0.13% |
Sharpe ratio | 0.45 | - |
Max drawdown percent | -7.11% | -0.13% |
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.