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:
2.77%
90 Days:
-0.88%
365 Days:
1.38%
Annualised:
14.62%
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 | 2.77% | 2.88% |
| 90-day returns | -0.88% | -0.78% |
| YTD returns | 0.72% | -0.07% |
| 1-year returns | 1.38% | 0.74% |
| Returns since inception | 137.82% | 179.71% |
| Annualised returns | 14.62% | 9.94% |
| Sharpe ratio | 0.36 | 0.29 |
| 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.