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:
-0.11%
90 Days:
4.22%
365 Days:
2.36%
Annualised:
12.30%
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 | 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 | 80.00% |
| Large Cap Momentum | 8.00% |
| MNC Momentum | 4.00% |
| Cruise Momentum | 4.00% |
| Financial Momentum | 2.00% |
| Healthcare Momentum | 2.00% |
| Platinum Moderate Conservative | FBC Generic Blended Moderate Conservative Benchmark | |
|---|---|---|
| 30-day returns | -0.11% | 0.89% |
| 90-day returns | 4.22% | 5.27% |
| YTD returns | 2.85% | 0.27% |
| 1-year returns | 2.36% | 1.92% |
| Returns since inception | 238.02% | 144.40% |
| Annualised returns | 12.30% | 8.88% |
| Sharpe ratio | 0.52 | 0.23 |
| Max drawdown percent | -10.27% | -14.65% |
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.