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
30 Days Return:

2.95%

90 Days Return
90 Days Return:

4.67%

365 Day Return
365 Day Return:

18.53%

Since Inception
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.