Moderate Portfolio
Gulaq Gear 5 Quant
This is a growth oriented portfolio that allocates capital to debt and equity at medium volatility.
Allocation
80% equity · 20% debt
Debt 20%Rebalanced monthly
Overview
A balanced strategy, free of human subjectivity.
This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining medium 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 allocation80%
Debt allocation20%
RebalancingMonthly
Gulaq Gear 5 smallcase by Estee
Download the key points about this smallcase portfolio.
*Historical and for illustration only. Past performance is not indicative of future returns.
Let's connect
Begin your wealth journey today.
Connect with our investment experts and get personalised guidance on the right Gulaq portfolio for you.