Gulaq Gear 4

Estee team runs proprietary rule based algorithms once a month to pick or reject individual stocks. Only quantitative parameters are considered while screening stocks for the respective strategy.

The strategy takes data from the market as input and identifies investible businesses from S&amp;P BSE 500 universe using a combination of technical and fundamental factors based on which the position is built in the top ranked stocks. The capital is always invested in our equity portfolio optimized for risk rated returns. The portfolio is regularly re-evaluated and rebalanced. This product has equity index (e.g. Nifty50) kind of risk with a much superior expectation of returns.

Based on our rule based algorithm individual security weights are decided

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

Gulaq Gear 4 Quant

Growth oriented portfolio suited for a Conservative investor (Allocation: 60% Equity, 40% Debt ETF)

Gulaq Gear 4 Quant

Overview

Stocks & ETFs

At a Glance

Holdings Distribution