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:
-1.89%
90 Days:
-0.10%
365 Days:
4.01%
Annualised:
15.17%
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 | -1.89% | -2.10% |
| 90-day returns | -0.10% | -0.85% |
| YTD returns | 2.80% | -1.44% |
| 1-year returns | 4.01% | 1.62% |
| Returns since inception | 355.80% | 174.64% |
| Annualised returns | 15.17% | 9.86% |
| Sharpe ratio | 0.66 | 0.28 |
| 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.