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:
0.69%

90 Days Return:
3.66%

365 Days Return:
2.56%

Annualised Return:
9.51%
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% |
Large Cap Momentum | 8.00% |
MNC Momentum | 3.00% |
Financial Momentum | 3.00% |
Healthcare Momentum | 3.00% |
Cruise Momentum | 3.00% |
Diamond Conservative | FBC Generic Blended Conservative Benchmark | |
---|---|---|
30-day returns | 0.69% | 0.63% |
90-day returns | 3.66% | 3.69% |
YTD returns | 2.23% | 2.90% |
1-year returns | 2.56% | 2.90% |
Returns since inception | 137.52% | 105.90% |
Annualised returns | 9.51% | 7.88% |
Sharpe ratio | 0.28 | 0.11 |
Max drawdown percent | -6.73% | -7.38% |
Disclaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.