Static Allocation
A passive investing strategy that invests 60% in Equity and 40% in fixed income.
Risk Level: Moderately High
Min Investment: ₹25000
30 Days Return:
-0.86%
90 Days Return:
0.40%
365 Days Return:
0.88%
Annualised Return:
17.22%
Strategy Specifications
| Strategy Inception Date | July 10, 2020 |
| Min Investment | ₹25000 |
| 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 | -0.86% | -1.05% |
| 90-day returns | 0.40% | -0.19% |
| YTD returns | 2.87% | 3.27% |
| 1-year returns | 0.88% | 0.86% |
| Returns since inception | 127.06% | 168.59% |
| Annualised returns | 17.22% | 10.77% |
| Sharpe ratio | 0.44 | 0.36 |
| Max drawdown percent | -13.73% | -22.57% |
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.