FidelFolio Shivalik Compounder
Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost
FidelFolio Shivalik Compounder
Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost
Performance
From 2020-08-20 To 21-06-2024
Current value of ₹ 100 invested once on Oct 17, 2022 would be
FidelFolio Shivalik Compounder
Equity Multi Cap
₹ 148.10
₹ 152.12
Backtester performance graph
Why should you invest in this strategy ?
FidelFolio Advantage
To-the-point strategy description
- Low ticket version of Great Himalayan
- Built on combination of 142 Non-BFSI and 92 BFSI filters based on fundamental ratios
- Profit & Cashflow driven investment return
- Buying quality companies that compound earnings
- Holding for Long-Term
- Low Portfolio Turnover, thus low leakage & impact cost
- NO Timing of Market
Highlights
Top Filters with Description
1. 13-14-24-20-8-11-C: Selects all companies that have delivered 20% Return of Equity and 8% Operating Profit growth in at least 11 of the last 13 years
2. 11-13-22-11-5-11-C: Selects all companies that have NEVER delivered less than 11% Return on Capital Employed or less than 5% Revenue Growth in last 11 years
Monthly rolling Backtested history (1-year holding period)
1. Average Return = 23% vs 14% for Nifty50
2. Risk (Standard deviation) = 11% vs 9% for Nifty50
3. Sortino = 3.4x vs 2.7x for Nifty50
4. Positive return occurrences = 100%
Highest & Lowest 1-year return
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Highest
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181% vs 95% for Nifty50
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Lowest
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-43% vs -52% for Nifty50
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