Gold Conservative
Above average performance for a low risk investor
Risk Level: Moderately Low
Min Investment: ₹10 Lakhs
30 Days Return:
1.23%
90 Days Return:
5.04%
365 Day Return:
23.40%
Annualised Returns:
10.31%
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 Generic Blended Conservative Benchmark | |
---|---|---|
30-day returns | 1.23% | 1.34% |
90-day returns | 5.04% | 3.86% |
YTD returns | 11.17% | 7.50% |
1-year returns | 23.40% | 13.05% |
Returns since inception | 131.89% | 96.83% |
Annualised returns | 10.31% | 8.22% |
Best year returns | 25.09% | - |
Worst year returns | 1.47% | - |
Sharpe ratio | 0.66 | 0.36 |
Max drawdown percent | -9.53% | -7.19% |
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.