Silver Moderate Conservative
Balance with ETFs
Risk Level: Moderate
Min Investment: ₹5000
30 Days Return:
1.76%
90 Days Return:
4.33%
365 Day Return:
19.72%
Annualised Returns:
9.79%
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 | Moderate |
Strategy Description
Our equity ETFs are a blend of different approaches designed to drive outperformance, while a higher allocation to debt significantly reduces volatility.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|
| Silver Moderate Conservative | FBC Benchmark Moderate Conservative | |
|---|---|---|
| 30-day returns | 1.76% | 2.12% |
| 90-day returns | 4.33% | 2.79% |
| YTD returns | 5.30% | 4.28% |
| 1-year returns | 19.72% | 18.58% |
| Returns since inception | 117.94% | 115.19% |
| Annualised returns | 9.79% | 9.67% |
| Best year returns | 17.60% | - |
| Worst year returns | -4.95% | - |
| Sharpe ratio | 0.46 | 0.069 |
| Max drawdown percent | -14.09% | -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.