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 Return
30 Days Return:

1.17%

90 Days Return
90 Days Return:

4.19%

365 Days Return
365 Days Return:

3.63%

Annualised Return
Annualised Return:

13.57%

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 1.17% 0.90%
90-day returns 4.19% 3.62%
YTD returns 3.73% 4.61%
1-year returns 3.63% 5.09%
Returns since inception 237.12% 139.46%
Annualised returns 13.57% 9.58%
Sharpe ratio 0.64 0.31
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.