Name: AltQube Smart SIP ETF Portfolio Quant
Brand: smallcase
SKU: FITEMO_0025
Price: 5000 INR

AltQube is a SEBI-registered investment advisory firm that blends the power of data science, deep macroeconomic insights, and intelligent technology to build personalized, equity-focused investment strategies. 

Our mission is simple — to make investing smarter, more efficient, and deeply aligned with your aspirations. With a research-first mindset and unwavering commitment to trust and transparency, 

Let’s grow your wealth together — backed by expertise, driven by data.

Explore insights on www.altqube.com
Connect with Chanpreet directly at https://in.linkedin.com/in/chanpreet515 on LinkedIn and @altqube on X 

Nifty 500 Index

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AltQube Smart SIP ETF Portfolio Quant

Finome Technologies.

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

<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

AltQube Smart SIP ETF Portfolio Quant

Overview

ETFs & Weights