Moderate Portfolio
Gulaq Gear 4 Quant
Growth oriented portfolio suited for a Conservative investor (Allocation: 60% Equity, 40% Debt ETF).
Allocation
60% equity · 40% debt
Debt 40%Rebalanced monthly
Overview
A steadier 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 Investible 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
Risk profileModerate
Equity allocation60%
Debt allocation40%
RebalancingMonthly
Gulaq Gear 4 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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