Gold Conservative
Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs
30 Days:
-0.37%
90 Days:
0.50%
365 Days:
4.45%
Annualised:
8.70%
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 | -0.37% | -0.86% |
| 90-day returns | 0.50% | -0.44% |
| YTD returns | 3.06% | 1.19% |
| 1-year returns | 4.45% | 2.80% |
| Returns since inception | 145.80% | 113.09% |
| Annualised returns | 8.70% | 7.27% |
| Sharpe ratio | 0.19 | 0.037 |
| 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.