Diamond Conservative
A diverse strategy designed to aim for outperformance for a conservative investor with a low-risk appetite.
Risk Level: Moderately Low
Min Investment: ₹50 Lakhs
30 Days:
-0.19%
90 Days:
0.67%
365 Days:
3.88%
Annualised:
9.19%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹50 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Bonds ETFs |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt High Quality Debt High Yield Debt |
| Investment Styles | Multi-Asset Multi-Strategy |
| Instruments | Equity Debt Gold |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately Low |
Strategy Description
An investor with a low risk-appetite can still hold a portfolio comprised of a broad equity strategy with low volatility, designed to outperform other similar options available for such an investor
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| Cruise Momentum | 6.00% |
| Financial Momentum | 4.00% |
| Healthcare Momentum | 4.00% |