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:
3.19%
90 Days Return:
7.62%
365 Day Return:
34.01%
Annualised Returns:
14.30%
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 | 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 Benchmark Moderate Conservative | |
|---|---|---|
| 30-day returns | 3.19% | 2.12% |
| 90-day returns | 7.62% | 2.79% |
| YTD returns | 11.33% | 4.28% |
| 1-year returns | 34.01% | 18.58% |
| Returns since inception | 204.89% | 115.19% |
| Annualised returns | 14.30% | 9.67% |
| Best year returns | 26.16% | - |
| Worst year returns | -3.91% | - |
| Sharpe ratio | 1.0 | 0.069 |
| Max drawdown percent | -11.78% | -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.