Silver Moderate Conservative
Balance with ETFs
Risk Level: Moderate
Min Investment: ₹5000
30 Days Return:
1.57%
90 Days Return:
3.89%
365 Day Return:
18.64%
Annualised Returns:
10.14%
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 | 1.57% | 1.56% |
| 90-day returns | 3.89% | 3.90% |
| YTD returns | 11.94% | 11.94% |
| 1-year returns | 18.64% | 18.28% |
| Returns since inception | 131.68% | 131.50% |
| Annualised returns | 10.14% | 10.13% |
| Best year returns | 17.60% | - |
| Worst year returns | -4.95% | - |
| Sharpe ratio | 0.52 | 0.47 |
| 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.