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:
1.77%
90 Days Return:
6.72%
365 Day Return:
42.73%
Annualised Returns:
19.86%
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 | 1.77% | 2.00% |
| 90-day returns | 6.72% | 4.88% |
| YTD returns | 35.39% | 15.17% |
| 1-year returns | 42.73% | 24.08% |
| Returns since inception | 383.54% | 166.62% |
| Annualised returns | 19.86% | 11.93% |
| Best year returns | 45.65% | - |
| Worst year returns | -2.48% | - |
| Sharpe ratio | 1.2 | 0.49 |
| 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.