Gulaq Gear 6
Managed by Estee
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 24,000
One investment for all market conditions. Works for everyone.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 24,000
3Y CAGR
56.34%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Multi Cap CAGR |
|---|---|
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
Fundamental
NA
38.00
NA
8.23
NA
1.44
NA
24.73
NA
3.38
NA
1.32
Technicals
NA
2.23
NA
0.00
NA
52.77
NA
Pro
NA
Pro
NA
Pro
Relative
NA
23.98
NA
1.45
NA
Pro
NA
Pro
NA
Pro
NA
Pro
PortfolioSee detailed constituents
Key details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 14 | monthly |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 29, 2023 | May 29, 2023 |
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
About the Manager
Estee
Manages 8 smallcases
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
