Gulaq Gear 3

This is a growth oriented portfolio that allocates capital to equity and debt at low volatility.

CAGR Since launch Since May 2020
20.45%

Gulaq Gear 3

This is a growth oriented portfolio that allocates capital to equity and debt at low volatility.
CAGR Since launch Since May 2020
20.45%
Overview

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.

  • 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
Time Period Gear 3 Nifty 50
1M 4.79% 9.89%
6M 7.78% 4.36%
1Y 9.74% 8.38%
2Y (CAGR) 18.74% 25.29%
Since Launch (CAGR) 20.45% 33.63%
  • Growth oriented portfolio for conservative to moderate investors
  • Equity allocation 40%
  • Debt allocation 60%
  • Rebalanced monthly
Minimum Investment Amount

₹ 80,000

Exclusive portfolio available only for subscribers.

See plans
1 Month – ₹ 500   ₹375
3 Months – ₹ 1400   ₹1,050
6 Months – ₹ 2500   ₹1,875

Exclusive portfolio available only for subscribers.
See Plans
1 Month – ₹ 500   ₹375
3 Month – ₹ 1400   ₹1050

6 Month – ₹ 2500   ₹1875