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:

1.98%

90 Days Return
90 Days Return:

4.04%

365 Day Return
365 Day Return:

20.55%

Annualised Returns
Annualised Returns:

9.85%

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 1.98% 1.11%
90-day returns 4.04% 2.40%
YTD returns 7.20% 4.33%
1-year returns 20.55% 12.68%
Returns since inception 119.97% 91.02%
Annualised returns 9.85% 8.02%
Best year returns 15.99% -
Worst year returns 2.55% -
Sharpe ratio 0.8 0.3
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.