All publicly traded Index and Fixed Income ETFs on the National Stock Exchange of India are included in the universe

QED Capital research team has evaluated various research studies and asset allocation algorithms &amp; strategies. Algorithms are then designed to suit the Indian market conditions and available assets classes. After back-testing and live-testing, the processes to manage IndexAlpha smallcase has been developed

Liquidity filters are applied to select ETFs that are liquid and have low impact cost selected ETFs are divided into two categories: Equity and Fixed Income

The final screened ETFs are then weighted according to the selected asset allocation algorithm

All ETF-based asset allocation strategies are checked for historical outperformance over a minimum of 10 year period. Our research team looks are both returns and risk and tries to strike a balance between the two which can be used by most low-moderate risk investors. The aim is to give atleast benchmark returns over a 7-10 year period with lower risk or drawdown

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

IndexAlpha

"Core" long term wealth creation portfolio and tap into India's growth story.

IndexAlpha

Overview

ETFs & Weights

At a Glance

smallcase is played out