Silver Conservative

Outperformance with ETFs for low risk investor
Risk Level: Moderately Low
Min Investment: ₹5000
30 Days Return
30 Days Return:

1.50%

90 Days Return
90 Days Return:

4.62%

365 Day Return
365 Day Return:

13.18%

Annualised Returns
Annualised Returns:

7.87%

Strategy Specifications

Inception Date Jan. 1, 2016
Min Investment ₹5000
Strategy Type Diversified Portfolio
Asset Classes ETFs
Universes Large Caps Money Market Multi Caps
Investment Styles Multi-Asset Multi-Strategy
Instruments Equity Debt
Rebalancing Frequency Monthly
Volatility Moderately Low

Strategy Description

Using ETFs we construct a portfolio that can deliver higher returns than other options avaialible for a low risk investor.

Asset Allocation

Strategy Selection

Category Weight
Debt Allocation 80.00%
Etf Nifty 10.00%
Etf Mid Cap 5.00%
Etf Alpha 5.00%
Silver Conservative Generic Conservative Benchmark
30-day returns 1.50% 1.43%
90-day returns 4.62% 4.57%
YTD returns 1.77% 1.84%
1-year returns 13.18% 12.93%
Returns since inception 85.43% 86.24%
Annualised returns 7.87% 7.93%
Best year returns 12.05% -
Worst year returns 1.09% -
Sharpe ratio 0.23 0.059
Max drawdown percent -6.89% -22.79%

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.