Gold Moderate Conservative

40/60 portfolio that is aiming to deliver higher returns than average
Risk Level: Moderate
Min Investment: ₹10 Lakhs
30 Days Return
30 Days Return:

4.13%

90 Days Return
90 Days Return:

6.66%

365 Day Return
365 Day Return:

33.95%

Annualised Returns
Annualised Returns:

14.39%

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 Moderate

Strategy Description

For a risk-averse investor aiming to earn above-average returns, this portfolio significantly reduces volatility. It selects our top two strategies, emphasizing both performance and balance, in order to pursue higher returns. While the much higher debt allocation keeps your stomach from churning

Asset Allocation

Strategy Selection

Category Weight
Debt Allocation 60.00%
MNC Momentum 20.00%
Cruise Momentum 20.00%
Gold Moderate Conservative FBC Benchmark Moderate Conservative
30-day returns 4.13% 2.12%
90-day returns 6.66% 2.79%
YTD returns 9.44% 3.82%
1-year returns 33.95% 18.58%
Returns since inception 205.59% 115.19%
Annualised returns 14.39% 9.67%
Best year returns 34.94% -
Worst year returns 0.91% -
Sharpe ratio 1.0 0.069
Max drawdown percent -9.71% -44.60%

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.