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:
2.61%
90 Days:
1.52%
365 Days:
0.14%
Annualised:
17.22%
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 | 60.00% |
| Large Cap Momentum | 16.00% |
| Multi Cap Momentum | 6.00% |
| MNC Momentum | 6.00% |
| Cruise Momentum | 6.00% |
| Financial Momentum | 3.00% |
| Healthcare Momentum | 3.00% |
| Diamond Moderate Aggressive | FBC Generic Blended Moderate Aggressive Benchmark | |
|---|---|---|
| 30-day returns | 2.61% | 2.71% |
| 90-day returns | 1.52% | 2.76% |
| YTD returns | 2.57% | 6.73% |
| 1-year returns | 0.14% | 4.76% |
| Returns since inception | 376.20% | 177.60% |
| Annualised returns | 17.22% | 10.95% |
| Sharpe ratio | 0.8 | 0.38 |
| Max drawdown percent | -17.31% | -22.57% |
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.