Gold Conservative
Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs
30 Days Return:
1.85%
90 Days Return:
3.68%
365 Day Return:
23.31%
Annualised Returns:
9.99%
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% |
| Cruise Momentum | 20.00% |
| Gold Conservative | FBC Benchmark Conservative | |
|---|---|---|
| 30-day returns | 1.85% | 1.42% |
| 90-day returns | 3.68% | 2.37% |
| YTD returns | 6.04% | 3.47% |
| 1-year returns | 23.31% | 12.78% |
| Returns since inception | 121.21% | 88.14% |
| Annualised returns | 9.99% | 7.91% |
| Best year returns | 25.09% | - |
| Worst year returns | 1.47% | - |
| Sharpe ratio | 0.6 | 0.058 |
| Max drawdown percent | -9.53% | -22.79% |
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.