Platinum Moderate Conservative

Our top selection of strategies is incorporated into a 40/60 portfolio, providing an investment edge while limiting volatility.
Risk Level: Moderate
Min Investment: ₹25 Lakhs
30 Days Return
30 Days Return:

4.09%

90 Days Return
90 Days Return:

7.61%

365 Day Return
365 Day Return:

34.41%

Annualised Returns
Annualised Returns:

14.47%

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 Factor Investing Rotation Multi-Asset Momentum Multi-Strategy
Instruments ETFs Equity Debt
Rebalancing Frequency Monthly
Volatility Moderate

Strategy Description

With a strong emphasis on reducing volatility, this portfolio design incorporates a 40% exposure to our top-performing equity strategies. The objective of this structure is not just to maintain stability, but also to generate superior outperformance, thereby striving to earn above-average returns over the long term, enhancing the investor's wealth potential.

Asset Allocation

Strategy Selection

Category Weight
Debt Allocation 60.00%
MNC Momentum 12.00%
Large Cap Momentum 10.00%
Cruise Momentum 10.00%
Financial Momentum 4.00%
Healthcare Momentum 4.00%
Platinum Moderate Conservative FBC Generic Blended Moderate Conservative Benchmark
30-day returns 4.09% 1.66%
90-day returns 7.61% 2.94%
YTD returns 13.55% 5.72%
1-year returns 34.41% 18.59%
Returns since inception 210.97% 118.64%
Annualised returns 14.47% 9.77%
Best year returns 26.16% -
Worst year returns -3.91% -
Sharpe ratio 1.1 0.42
Max drawdown percent -11.78% -14.63%

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.