Platinum Moderate Aggressive
A classic 60/40 portfolio, with the equity portion consisting of our top-performing strategies to aim for high returns with moderated volatility
Risk Level: Moderately High
Min Investment: ₹25 Lakhs
30 Days:
1.71%
90 Days:
2.68%
365 Days:
5.77%
Annualised:
15.58%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹25 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt |
| Investment Styles | Multi-Asset Momentum Multi-Strategy Factor Investing Rotation |
| Instruments | ETFs Equity Debt |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately High |
Strategy Description
This portfolio combines our top equity strategies, boasting a strong track record, with a 40% allocation to debt. This balance is designed to mitigate volatility while still striving for above-average returns
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 60.00% |
| Large Cap Momentum | 16.00% |
| MNC Momentum | 8.00% |
| Cruise Momentum | 8.00% |
| Financial Momentum | 4.00% |
| Healthcare Momentum | 4.00% |
| Platinum Moderate Aggressive | FBC Generic Blended Moderate Aggressive Benchmark | |
|---|---|---|
| 30-day returns | 1.71% | 1.36% |
| 90-day returns | 2.68% | 3.44% |
| YTD returns | 4.33% | 0.60% |
| 1-year returns | 5.77% | 4.52% |
| Returns since inception | 365.36% | 181.58% |
| Annualised returns | 15.58% | 10.24% |
| Sharpe ratio | 0.69 | 0.31 |
| Max drawdown percent | -15.77% | -22.57% |
Disclaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.