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:

3.42%

90 Days Return
90 Days Return:

10.22%

365 Day Return
365 Day Return:

28.18%

Annualised Returns
Annualised Returns:

13.95%

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
Instruments 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%
Fera Momentum 12.00%
Large Cap Momentum 10.00%
Cruise Momentum 10.00%
Financial Momentum 4.00%
Healthcare Momentum 4.00%
Platinum Moderate Conservative Generic Moderate Conservative Benchmark
30-day returns 3.42% 2.24%
90-day returns 10.22% 7.34%
YTD returns 5.55% 2.58%
1-year returns 28.18% 18.99%
Returns since inception 189.87% 113.41%
Annualised returns 13.95% 9.75%
Best year returns 26.16% -
Worst year returns -3.91% -
Sharpe ratio 0.81 0.07
Max drawdown percent -13.81% -44.60%

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.