Diamond Moderate Conservative
A diverse range of strategies is employed to deliver more consistent performance and limit volatility
Risk Level: Moderate
Min Investment: ₹50 Lakhs
30 Days:
-0.84%
90 Days:
0.11%
365 Days:
2.96%
Annualised:
12.97%
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 | Moderate |
Strategy Description
A 40% allocation is dedicated to a diverse range of strategies across various asset classes and investment styles, including both time-tested approaches and the latest researched methods. The remaining 60% is allocated to debt, a strategy designed to reduce drawdowns while still aiming for above-average returns.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 60.00% |
| Large Cap Momentum | 10.00% |
| Cruise Momentum | 10.00% |
| Financial Momentum | 5.00% |
| Healthcare Momentum | 5.00% |