Gold Conservative
Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs
30 Days Return:
-2.08%
90 Days Return:
2.21%
365 Days Return:
3.42%
Annualised Return:
9.36%
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 | -2.08% | 0.90% |
| 90-day returns | 2.21% | 3.57% |
| YTD returns | 0.37% | 2.17% |
| 1-year returns | 3.42% | 3.94% |
| Returns since inception | 133.06% | 104.44% |
| Annualised returns | 9.36% | 7.86% |
| 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.