Gold Conservative
Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs

30 Days Return:
0.45%

90 Days Return:
2.09%

365 Days Return:
-0.38%

Annualised Return:
9.35%
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 | 0.45% | 0.85% |
90-day returns | 2.09% | 3.44% |
YTD returns | 0.82% | 3.37% |
1-year returns | -0.38% | 2.90% |
Returns since inception | 134.12% | 105.90% |
Annualised returns | 9.35% | 7.89% |
Sharpe ratio | 0.24 | 0.11 |
Max drawdown percent | -7.92% | -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.