Gold Conservative
Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs
30 Days Return:
0.67%
90 Days Return:
2.07%
365 Days Return:
5.34%
Annualised Return:
9.59%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹10 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt |
| Universes | Large Caps Money Market Multi Caps |
| Investment Styles | Multi-Asset Momentum Multi-Strategy Rotation |
| Instruments | ETFs |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately Low |
Strategy Description
This portfolio aims to outperform similar options available to an investor with low risk tolerance, by incorporating the top two equity strategies in its 20% allocation.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| Large Cap Momentum | 10.00% |
| Cruise Momentum | 10.00% |
| Gold Conservative | FBC Generic Blended Conservative Benchmark | |
|---|---|---|
| 30-day returns | 0.67% | 0.98% |
| 90-day returns | 2.07% | 2.15% |
| YTD returns | -1.08% | 0.85% |
| 1-year returns | 5.34% | 6.87% |
| Returns since inception | 135.00% | 101.80% |
| Annualised returns | 9.59% | 7.82% |
| Sharpe ratio | 0.29 | 0.1 |
| Max drawdown percent | -8.20% | -7.38% |
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.