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
30 Days Return:

4.60%

90 Days Return
90 Days Return:

14.23%

365 Day Return
365 Day Return:

39.38%

Annualised Returns
Annualised Returns:

18.06%

Strategy Specifications

Inception Date Jan. 1, 2016
Min Investment ₹25 Lakhs
Strategy Type Diversified Portfolio
Asset Classes Equity ETFs
Universes Large Caps Money Market Multi Caps Small Caps Sovereign debt
Investment Styles Multi-Asset Multi-Strategy
Instruments 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%
Fera Momentum 15.00%
Cruise Momentum 15.00%
Financial Momentum 6.00%
Healthcare Momentum 6.00%
Platinum Moderate Aggressive Generic Moderate Aggressive Benchmark
30-day returns 4.60% 2.98%
90-day returns 14.23% 10.00%
YTD returns 7.30% 3.25%
1-year returns 39.38% 25.16%
Returns since inception 286.91% 141.89%
Annualised returns 18.06% 11.45%
Best year returns 38.51% -
Worst year returns -10.49% -
Sharpe ratio 0.85 0.054
Max drawdown percent -20.79% -64.55%

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.