Gold Moderate Aggressive

Our top two equity strategies are designed to provide an investment edge, aiming for superior performance while ensuring volatility remains moderated
Risk Level: Moderately High
Min Investment: ₹10 Lakhs
30 Days Return
30 Days Return:

7.38%

90 Days Return
90 Days Return:

13.27%

365 Day Return
365 Day Return:

54.45%

Annualised Returns
Annualised Returns:

19.20%

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 Equity Debt
Rebalancing Frequency Monthly
Volatility Moderately High

Strategy Description

The classic 60/40 portfolio applies two of our selectively chosen strategies to the equity allocation, aiming to provide both performance and balance. This portfolio design aspires to deliver higher returns while effectively reducing volatility.

Asset Allocation

Strategy Selection

Category Weight
Debt Allocation 40.00%
MNC Momentum 30.00%
Cruise Momentum 30.00%
Gold Moderate Aggressive FBC Generic Blended Moderate Aggressive Benchmark
30-day returns 7.38% 2.18%
90-day returns 13.27% 3.44%
YTD returns 22.32% 7.03%
1-year returns 54.45% 24.29%
Returns since inception 336.87% 147.77%
Annualised returns 19.20% 11.41%
Best year returns 45.65% -
Worst year returns -2.48% -
Sharpe ratio 1.1 0.44
Max drawdown percent -14.86% -22.76%

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.