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.