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
20.25%

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 | Benchmark - Nifty 50 |
---|---|---|
1M | 0.80% | -2.29% |
6M | 14.40% | 14.51% |
1Y | 10.90% | 5.68% |
2Y (CAGR) | 14.86% | 13.57% |
Since Launch (CAGR) | 20.25% | 29.41% |
- 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