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:
3.98%
90 Days Return:
8.29%
365 Day Return:
36.01%
Annualised Returns:
14.72%
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 | 3.98% | 2.12% |
| 90-day returns | 8.29% | 2.79% |
| YTD returns | 12.60% | 4.28% |
| 1-year returns | 36.01% | 18.58% |
| Returns since inception | 214.43% | 115.19% |
| Annualised returns | 14.72% | 9.67% |
| Best year returns | 34.94% | - |
| Worst year returns | 0.91% | - |
| Sharpe ratio | 1.1 | 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.