Diamond Moderate Conservative
A diverse range of strategies is employed to deliver more consistent performance and limit volatility
Risk Level: Moderate
Min Investment: ₹50 Lakhs
30 Days:
-0.74%
90 Days:
0.10%
365 Days:
2.71%
Annualised:
12.98%
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 Gold |
| Rebalancing Frequency | Monthly |
| Volatility | Moderate |
Strategy Description
A 40% allocation is dedicated to a diverse range of strategies across various asset classes and investment styles, including both time-tested approaches and the latest researched methods. The remaining 60% is allocated to debt, a strategy designed to reduce drawdowns while still aiming for above-average returns.
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 Moderate Conservative | FBC Generic Blended Moderate Conservative Benchmark | |
|---|---|---|
| 30-day returns | -0.74% | 0.09% |
| 90-day returns | 0.10% | 1.69% |
| YTD returns | 3.68% | 6.39% |
| 1-year returns | 2.71% | 5.35% |
| Returns since inception | 236.97% | 143.54% |
| Annualised returns | 12.98% | 9.35% |
| Sharpe ratio | 0.59 | 0.28 |
| Max drawdown percent | -10.51% | -14.65% |
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.