Diamond Moderate Aggressive

A diversified portfolio, drawing from our broadest range of strategies, incorporates a 60/40 allocation to deliver above-average returns, while maintaining a moderated level of volatility.
Risk Level: Moderately High
Min Investment: ₹50 Lakhs
30 Days Return
30 Days Return:

5.04%

90 Days Return
90 Days Return:

8.79%

365 Day Return
365 Day Return:

50.03%

Annualised Returns
Annualised Returns:

19.46%

Strategy Specifications

Strategy Inception Date Jan. 1, 2016
Min Investment ₹50 Lakhs
Strategy Type Diversified Portfolio
Asset Classes Equity Debt
Universes Large Caps Money Market Multi Caps Small Caps
Investment Styles Multi-Asset Momentum Multi-Strategy Factor Investing Rotation
Instruments ETFs Equity Debt
Rebalancing Frequency Monthly
Volatility Moderately High

Strategy Description

This portfolio blends diverse strategies and asset classes to yield stable returns, with the goal of significantly outperforming the market. It utilizes both established and innovative strategies. Designed with a 60% equity and 40% debt allocation, the portfolio balances the pursuit of high returns with a moderated approach to volatility.

Asset Allocation

Strategy Selection

Category Weight
Debt Allocation 40.00%
Large Cap Momentum 12.00%
Multi Cap Momentum 12.00%
MNC Momentum 12.00%
Cruise Momentum 12.00%
Financial Momentum 6.00%
Healthcare Momentum 6.00%
Diamond Moderate Aggressive FBC Generic Blended Moderate Aggressive Benchmark
30-day returns 5.04% 2.18%
90-day returns 8.79% 3.44%
YTD returns 17.14% 7.03%
1-year returns 50.03% 24.29%
Returns since inception 345.01% 147.77%
Annualised returns 19.46% 11.41%
Best year returns 40.42% -
Worst year returns -10.01% -
Sharpe ratio 1.1 0.44
Max drawdown percent -21.82% -22.76%

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.