Gulaq Gear 5

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

CAGR Since launch Since May 2020

40.27%

Gulaq Gear 5

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

40.27%

Overview

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.

  • 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
Portfolio performance
Time Period Gear 5 Benchmark - Nifty 50
1M 1.59% -2.29%
6M 26.54% 14.51%
1Y 19.68% 5.68%
2Y (CAGR) 28.45% 13.57%
Since Launch (CAGR) 40.27% 29.41%
  • Growth oriented portfolio for moderate investors
  • Equity allocation 80%
  • Debt allocation 20%
  • Rebalanced monthly
Minimum Investment Amount

₹ 40,000

Exclusive portfolio available only for subscribers.

See Plans 1 Month – ₹ 500   ₹375
3 Months – ₹ 1500   ₹1,050
6 Months – ₹ 2500   ₹1,875

Exclusive portfolio available only for subscribers.
See Plans
1 Month – ₹ 500   ₹375
3 Month – ₹ 1500   ₹1050
6 Month – ₹ 2500   ₹1875