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:
4.79%
90 Days Return:
6.29%
365 Day Return:
26.13%
Since Inception:
171.46%
Strategy Specifications
| Inception Date | Jan. 1, 2016 |
| Min Investment | ₹50 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Bonds ETFs |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt High Quality Debt High Yield Debt |
| Investment Styles | Multi-Asset Multi-Strategy |
| Instruments | 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
Equity
40.00%
Debt
60.00%
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 60.00% |
| Large Cap Momentum | 10.00% |
| Fera Momentum | 10.00% |
| Cruise Momentum | 10.00% |
| Financial Momentum | 5.00% |
| Healthcare Momentum | 5.00% |
| Diamond Moderate Conservative | Generic Moderate Conservative Benchmark | |
|---|---|---|
| 30-day returns | 4.79% | 0.26% |
| 90-day returns | 6.29% | 0.26% |
| YTD returns | 20.30% | 0.26% |
| 1-year returns | 26.13% | 0.26% |
| 3-year returns | 85.67% | 0.26% |
| Returns since inception | 171.46% | 0.26% |
| Annualised returns | 3.71% | 155.73% |
| Best year returns | 25.83% | 0.26% |
| Worst year returns | -4.54% | 0.26% |
| Sharpe ratio | 0.66 | - |
| Max drawdown percent | -13.86% | -0.26% |
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.