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:
1.86%
90 Days Return:
3.97%
365 Day Return:
20.77%
Annualised Returns:
9.79%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹50 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt Gold |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt High Quality Debt High Yield Debt |
| Investment Styles | Multi-Asset Momentum Multi-Strategy Factor Investing Rotation |
| Instruments | ETFs Equity Debt |
| 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
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| MNC Momentum | 6.00% |
| Cruise Momentum | 6.00% |
| Financial Momentum | 4.00% |
| Healthcare Momentum | 4.00% |
| Diamond Conservative | FBC Benchmark Conservative | |
|---|---|---|
| 30-day returns | 1.86% | 1.42% |
| 90-day returns | 3.97% | 2.37% |
| YTD returns | 6.22% | 3.47% |
| 1-year returns | 20.77% | 12.78% |
| Returns since inception | 117.96% | 88.14% |
| Annualised returns | 9.79% | 7.91% |
| Best year returns | 15.99% | - |
| Worst year returns | 2.55% | - |
| Sharpe ratio | 0.78 | 0.058 |
| Max drawdown percent | -5.47% | -22.79% |
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.