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 Return:
4.21%
90 Days Return:
10.36%
365 Day Return:
48.73%
Annualised Returns:
18.40%
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 | 40.00% |
| Large Cap Momentum | 18.00% |
| MNC Momentum | 15.00% |
| Cruise Momentum | 15.00% |
| Financial Momentum | 6.00% |
| Healthcare Momentum | 6.00% |
| Platinum Moderate Aggressive | FBC Benchmark Moderate Aggressive | |
|---|---|---|
| 30-day returns | 4.21% | 1.18% |
| 90-day returns | 10.36% | 2.20% |
| YTD returns | 15.61% | 3.36% |
| 1-year returns | 48.73% | 20.73% |
| Returns since inception | 308.92% | 140.86% |
| Annualised returns | 18.40% | 11.17% |
| Best year returns | 38.51% | - |
| Worst year returns | -10.49% | - |
| Sharpe ratio | 1.1 | 0.36 |
| Max drawdown percent | -17.62% | -22.28% |
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.