Gold Conservative
Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs
30 Days Return:
3.09%
90 Days Return:
5.04%
365 Day Return:
16.64%
Since Inception:
134.76%
Strategy Specifications
| Inception Date | Jan. 1, 2016 |
| Min Investment | ₹10 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity ETFs |
| Universes | Large Caps Money Market Multi Caps |
| Investment Styles | Multi-Asset Multi-Strategy |
| Instruments | Equity Debt |
| 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
Equity
20.00%
Debt
80.00%
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| Cruise Momentum | 20.00% |
| Gold Conservative | Generic Conservative Benchmark | |
|---|---|---|
| 30-day returns | 3.09% | 0.13% |
| 90-day returns | 5.04% | 0.13% |
| YTD returns | 15.30% | 0.13% |
| 1-year returns | 16.64% | 0.13% |
| 3-year returns | 64.09% | 0.13% |
| Returns since inception | 134.76% | 0.13% |
| Annualised returns | 3.16% | 63.37% |
| Best year returns | 25.09% | 0.13% |
| Worst year returns | 1.47% | 0.13% |
| Sharpe ratio | 0.77 | - |
| Max drawdown percent | -8.91% | -0.13% |
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.