Gold Conservative

Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs
30 Days Return
30 Days Return:

1.96%

90 Days Return
90 Days Return:

2.98%

365 Day Return
365 Day Return:

21.81%

Annualised Returns
Annualised Returns:

9.81%

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 1.96% 1.42%
90-day returns 2.98% 2.37%
YTD returns 4.31% 3.13%
1-year returns 21.81% 12.78%
Returns since inception 117.58% 88.14%
Annualised returns 9.81% 7.91%
Best year returns 25.09% -
Worst year returns 1.47% -
Sharpe ratio 0.56 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.