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
41.10%

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
41.10%
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
Why should you invest in this portfolio
Time Period Gear 5 Equity MultiCap
1M 8.73% 9.63%
6M 15.51% 5.53%
1Y 17.40% 9.29%
2Y (CAGR) 36.38% 28.06%
Since Launch (CAGR) 41.10% 37.28%
  • EGrowth 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