Weighted Category Average

The universe is formed from all direct-growth equity and hybrid mutual funds.

Gear 6 Mutual Fund is a curated portfolio of direct-growth equity and hybrid mutual funds, designed to deliver consistent outperformance versus the BSE 500 index. The portfolio is built using a proprietary two-block methodology that combines conviction-driven active fund selection with systematic category-level diversification.Two funds are selected from each category that receives a weight, based on: (a) minimum 3-year track record, and (b) risk-adjusted performance relative to category peers.

Constituents are screened on TER, AUM, and length of track record (minimum 3 years). The methodology focuses on funds with strong medium-term risk-adjusted performance and downside protection, avoiding new funds and those with inconsistent performance. A dual-block approach is used

The weights are determined using a tactical asset allocation framework. Block 1 weights funds by recent outperformance momentum; Block 2 uses Markowitz Optimization across categories. Funds from both blocks are combined into a final 10-fund portfolio.

This smallcase will be rebalanced on an as-needed basis

Gulaq MF Gear 6A Quant

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Growth-oriented diversified equity & hybrid MF portfolio for moderate to  aggressive investors

Gulaq MF Gear 6A Quant

Overview

Funds & Weights