Conservative Portfolio
Gulaq Gear 3 Quant
This is a growth oriented portfolio that allocates capital to equity and debt at low volatility.
Allocation
40% equity · 60% debt
Debt 60%Rebalanced monthly
Overview
A cautious strategy, free of human subjectivity.
This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.
How the strategy works
- Directional Strategy in Indian Equities
- Systematic Rule Based Trading
- Identifying Investable businesses in S&P BSE 500
- Agnostic to Sector and Market Capitalization
- Identify stocks using a combination of technical and fundamental factors
- Optimize the portfolio for maximizing risk rated returns
- Allocate capital to equities on basis of market valuations
Why should you invest in this portfolio: a growth oriented portfolio for conservative to moderate investors.
Risk profileConservative
Equity allocation40%
Debt allocation60%
RebalancingMonthly
Gulaq Gear 3 smallcase by Estee
Download the key points about this smallcase portfolio.
*Historical and for illustration only. Past performance is not indicative of future returns.
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