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
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 | 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% |
- 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
