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.