AltQube Nifty Gold Portfolio

<ul><li>Includes diversified Exchange Traded Funds (ETFs) across equity (large-cap, mid-cap), debt, and gold.</li><li>Focus on liquid, low-cost ETFs with sufficient AUM and reliable tracking.</li><li>Designed to ensure broad market exposure and tax-efficient investing through a passive, rules-based framework.</li></ul>

At AltQube, we follow a quantitative, momentum-driven research approach. Our team leverages data science and technology to build a proprietary in-house algorithm.This algorithm forms the backbone of our screening process, helping us identify and select the most suitable portfolio constituents with consistency and discipline.

<ul><li>Portfolio constituents are screened using predefined quantitative filters focused on momentum and relative strength.</li><li>Stocks/ETFs are selected based on performance trends, liquidity, and volatility metrics.</li><li>The screening process adapts to market conditions, ensuring relevance and alignment with the strategy’s core objective.</li><li>Only those instruments that pass the strict rule-based criteria are included, ensuring consistency and transparency.</li><li>Regular reviews help replace underperformers and retain leaders as per algorithmic signals.</li></ul>

The following parameters are considered while assigning weights to the constituents in this smallcase:<ul><li>Market Capitalization – Preference to larger, more stable companies or balanced exposure based on strategy.</li><li>Management Quality &amp; Vision – Companies with credible leadership and long-term strategic direction are weighted higher.</li><li>Theme Exposure – Alignment of the stock with the core investment theme of the smallcase.</li><li>Revenues &amp; Earnings Visibility – Firms with consistent revenue streams and predictable earnings are prioritized.</li></ul>

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

AltQube Smart SIP ETF Portfolio Quant

Diversified ETF portfolio across equity& gold | SIP-enabled, low ticket size | Quarterly Rebalancing 

AltQube Smart SIP ETF Portfolio Quant

Overview

ETFs & Weights

At a Glance