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.