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:
-0.20%
90 Days:
0.42%
365 Days:
5.63%
Annualised:
15.38%
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 | -0.20% | -1.30% |
| 90-day returns | 0.42% | 2.01% |
| YTD returns | 3.88% | 0.05% |
| 1-year returns | 5.63% | 3.31% |
| Returns since inception | 360.57% | 178.78% |
| Annualised returns | 15.38% | 10.08% |
| Sharpe ratio | 0.68 | 0.3 |
| 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.