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](/static/images/icons/average-return.png)
30 Days Return:
0.32%
![90 Days Return](/static/images/icons/best-year.png)
90 Days Return:
3.44%
![365 Day Return](/static/images/icons/worst-year.png)
365 Day Return:
18.72%
![Annualised Returns](/static/images/icons/average-return.png)
Annualised Returns:
9.91%
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 Generic Blended Conservative Benchmark | |
---|---|---|
30-day returns | 0.32% | 1.02% |
90-day returns | 3.44% | 3.48% |
YTD returns | 9.55% | 7.10% |
1-year returns | 18.72% | 12.51% |
Returns since inception | 124.80% | 96.11% |
Annualised returns | 9.91% | 8.18% |
Best year returns | 15.99% | - |
Worst year returns | 2.55% | - |
Sharpe ratio | 0.81 | 0.35 |
Max drawdown percent | -5.47% | -7.19% |
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.