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Gulaq Gear 6

Managed by Estee

Fee Based

Minimum Investment Amount

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 24,000

Growth oriented concentrated portfolio for Aggressive investors (100% Equity)

Min Investment

It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.

₹ 24,000

4Y CAGR

60.19%

Performance

Current value of ₹ 100 invested once at launch

smallcase CAGREquity Multi Cap CAGR
1M
6M
1Y
3Y
MAX
SIP
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1M
6M
1Y
3Y
MAX
SIP
High Volatility

High Volatility

1.51x as volatile as Nifty 100

Investment Strategy

Investment Strategy

Asset Allocation
Quantitative

+1 more

Comparable Index

Comparable Index

Equity Multi Cap

Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated

Key Metrics

Key details about smallcase portfolio

ConstituentsRebalance Frequency
15monthly
Last RebalanceNext Rebalance
Mar 27, 2024Apr 27, 2024

About the smallcase

This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low 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

Launch Date

May 11, 2020

Subscription Fees

1,900/3m

Factsheet

Download key points for this smallcase

Gulaq Gear 6

See all plans and benefits

Gulaq Gear 6

About the Manager

Estee

Manages 8 smallcases

Estee

Estee Advisors Private Ltd. is one of the leading names in the quant-based investment management and execution service provider.

SEBI Registration No: INA000016463

Disclosures
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