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:
1.54%
90 Days Return:
3.74%
365 Day Return:
17.51%
Annualised Returns:
10.11%
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 | 1.54% | 1.06% |
| 90-day returns | 3.74% | 2.81% |
| YTD returns | 12.69% | 8.50% |
| 1-year returns | 17.51% | 12.63% |
| Returns since inception | 131.23% | 98.67% |
| Annualised returns | 10.11% | 8.21% |
| Best year returns | 15.99% | - |
| Worst year returns | 2.55% | - |
| Sharpe ratio | 0.87 | 0.36 |
| 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.