Name: IndexAlpha Balanced Porfolio
Brand: smallcase
SKU: INAMO_0003
Price: 2476 INR

Nifty 100 Index

IndexAlpha Balanced Porfolio

Anish Teli

IndexAlpha Balanced Portfolio is a smallcase which will hold 60% Index ETF & 40% ShortTerm Debt ET

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

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 close to benchmark returns over a 7-10 year period with lower risk or drawdown

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

This portfolio will allocate 60% weight to equity and 40% weight to short term debt.

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.

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

IndexAlpha Balanced Porfolio

Overview

Stocks & Weights