Silver Conservative

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

1.03%

90 Days Return
90 Days Return:

3.50%

365 Day Return
365 Day Return:

13.03%

Annualised Returns
Annualised Returns:

8.10%

Strategy Specifications

Strategy Inception Date Jan. 1, 2016
Min Investment ₹5000
Strategy Type Diversified Portfolio
Asset Classes Equity Debt
Universes Large Caps Money Market Multi Caps
Investment Styles Multi-Asset Multi-Strategy Rotation
Instruments ETFs
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
Silver Conservative FBC Generic Blended Conservative Benchmark
30-day returns 1.03% 1.09%
90-day returns 3.50% 3.48%
YTD returns 7.10% 7.09%
1-year returns 13.03% 12.64%
Returns since inception 94.84% 96.09%
Annualised returns 8.10% 8.18%
Best year returns 12.05% -
Worst year returns 1.09% -
Sharpe ratio 0.36 0.35
Max drawdown percent -6.89% -7.19%

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.