Silver Moderate Conservative
Balance with ETFs
Risk Level: Moderate
Min Investment: ₹5000
30 Days Return:
1.37%
90 Days Return:
5.24%
365 Day Return:
18.70%
Annualised Returns:
10.07%
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 Generic Blended Moderate Conservative Benchmark | |
|---|---|---|
| 30-day returns | 1.37% | 1.44% |
| 90-day returns | 5.24% | 5.24% |
| YTD returns | 9.96% | 10.05% |
| 1-year returns | 18.70% | 18.07% |
| Returns since inception | 127.59% | 127.60% |
| Annualised returns | 10.07% | 10.07% |
| Best year returns | 17.60% | - |
| Worst year returns | -4.95% | - |
| Sharpe ratio | 0.51 | 0.46 |
| Max drawdown percent | -14.09% | -14.63% |
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.