Static Allocation
A passive investing strategy that invests 60% in Equity and 40% in fixed income.
Risk Level: Moderately High
Min Investment: ₹5000
30 Days Return:
-1.70%
90 Days Return:
-0.23%
365 Days Return:
13.91%
Annualised Return:
16.81%
Strategy Specifications
| Strategy Inception Date | July 10, 2020 |
| Min Investment | ₹5000 |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt |
| Universes | Large Caps Mid Caps Money Market |
| Investment Styles | Indexing Multi-Asset Buy and Hold |
| Markets | India |
| Instruments | ETFs |
| Rebalancing Frequency | Yearly |
| Volatility | Moderately High |
Strategy Description
A simple, low-cost strategy is to allocate 60% of the portfolio to Equity and 40% to bonds. The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run. The bond allocation helps with managing market volatility and providing stability to the portfolio.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|
| Static Allocation | FBC Generic Blended Moderate Aggressive Benchmark | |
|---|---|---|
| 30-day returns | -1.70% | -1.15% |
| 90-day returns | -0.23% | -1.02% |
| YTD returns | -6.41% | -2.61% |
| 1-year returns | 13.91% | 6.86% |
| Returns since inception | 313.12% | 154.09% |
| Annualised returns | 16.81% | 10.76% |
| Sharpe ratio | 0.36 | 0.37 |
| Max drawdown percent | -31.52% | -22.76% |
Disclaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.