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:
3.04%
90 Days Return:
7.30%
365 Day Return:
34.29%
Annualised Returns:
14.30%
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 | 60.00% |
| Large Cap Momentum | 10.00% |
| MNC Momentum | 10.00% |
| Cruise Momentum | 10.00% |
| Financial Momentum | 5.00% |
| Healthcare Momentum | 5.00% |
| Diamond Moderate Conservative | FBC Benchmark Moderate Conservative | |
|---|---|---|
| 30-day returns | 3.04% | 2.12% |
| 90-day returns | 7.30% | 2.79% |
| YTD returns | 11.01% | 4.29% |
| 1-year returns | 34.29% | 18.58% |
| Returns since inception | 204.91% | 115.19% |
| Annualised returns | 14.30% | 9.67% |
| Best year returns | 25.83% | - |
| Worst year returns | -4.54% | - |
| Sharpe ratio | 1.0 | 0.069 |
| Max drawdown percent | -11.95% | -44.60% |
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.