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

37.82%

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

37.82%

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 9.29% 3.41%
6M 9.07% -0.74%
1Y 34.59% 13.16%
3Y 158.30% 103.20%
Since Launch 158.30% 98.59%
Minimum Investment Amount

₹ 40,000

Download key points about this smallcase portfolio

  • Equity allocation 80%
  • Debt allocation 20%
  • Rebalanced monthly

Exclusive portfolio available only for subscribers.

See Plans

  • 3 Months –  ₹1,900
  • 6 Months – ₹2,900