Go walk in nature, notice the leaves falling, make time for family,
#InvestInMoments; we'll manage the rest.
#InvestInMoments; we'll manage the rest.
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
- Equity allocation 80%
- Debt allocation 20%
- Rebalanced monthly
Exclusive portfolio available only for subscribers.
See Plans
- 3 Months – ₹1,900
- 6 Months – ₹2,900
