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:
-0.01%
90 Days:
-0.14%
365 Days:
3.11%
Annualised:
8.74%
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 | -0.01% | 0.23% |
| 90-day returns | -0.14% | -0.23% |
| YTD returns | 3.25% | 1.88% |
| 1-year returns | 3.11% | 2.35% |
| Returns since inception | 147.95% | 114.19% |
| Annualised returns | 8.74% | 7.28% |
| Sharpe ratio | 0.2 | 0.039 |
| 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.