Silver Conservative
Outperformance with ETFs for low risk investor
Risk Level: Moderately Low
Min Investment: ₹5000
30 Days Return:
1.19%
90 Days Return:
3.12%
365 Day Return:
13.37%
Annualised Returns:
7.94%
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 Benchmark Conservative | |
|---|---|---|
| 30-day returns | 1.19% | 1.42% |
| 90-day returns | 3.12% | 2.37% |
| YTD returns | 3.96% | 3.46% |
| 1-year returns | 13.37% | 12.78% |
| Returns since inception | 89.12% | 88.14% |
| Annualised returns | 7.94% | 7.91% |
| Best year returns | 12.05% | - |
| Worst year returns | 1.09% | - |
| Sharpe ratio | 0.31 | 0.058 |
| 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.