Dream Big Series - Large Cap Ascend
This Fidel Folio large-cap investment approach focuses on financially strong companies using a disciplined, rules-based method. With 25 years of proven performance, it offers steady returns and reduced risk—making it a solid foundation for long-term wealth.
- Start with just ₹55,000
- Invest in a minutes
- Built on 25+ years of backtested data
- 3 lakhs+ investment rules created
Return Characteristics
Outperformance That’s Consistent, Resilient & Proven
The rule-based strategy has demonstrated a consistently superior return profile compared to the Nifty 50 across short-, medium-, and long-term horizons over the 25-year backtest.
On a 3-year rolling CAGR basis, the strategy delivered a mean return of 19% and a median of 17%, significantly above Nifty’s 15% mean and 12% median.
Importantly, the downside risk (minimum acceptable return 15%) is nearly 40% lower than the Nifty, indicating better capital preservation.
The Sortino ratio of 4.4 against Nifty’s 2.2 reinforces the strategy’s ability to deliver superior risk-adjusted returns.
Notably, the probability of achieving 15%+ returns over a 3-year period is 59%, far higher than the Nifty’s 35%, implying a high consistency of outperformance.
Business Quality Snapshot
What Defines the Fidelfolio Portfolio
At the core of the strategy lies a portfolio of large, fundamentally sound businesses with an average market capitalisation of around ₹1,24,000 crore, ensuring liquidity and institutional quality.
The portfolio is diversified across sectors, with a tilt towards B2C companies that historically demonstrate more predictable earnings, stronger pricing power, and demand stability through cycles.
On capital efficiency, the strategy focuses on companies with ROCE above 40% and ROE above 35%, showcasing structurally superior business economics.
Growth is steady — PAT growth of 10–12% and revenue growth of 10–13% over 1–2 years, supporting consistent compounding.
Companies trade at 20–25x P/E, offering reasonable valuations with potential for re-rating. Importantly, returns are largely driven by profit growth (71%) rather than just valuation expansion.
Live Performance
Current value of ₹ 100 invested once on Jan 25, 2022, would be
Back-Tested Performance
What Makes FidelFolio Different
Discover how FidelFolio empowers investors with transparent, data-driven investment strategies grounded in 25+ years of historical analysis.
Introducing MAGIC 2.0 – AI for Smarter Investing
Our proprietary AI-ML engine, MAGIC 2.0, tests and combines over 3 lakh investment rules, leveraging decades of financial data to surface the most reliable strategies.
- 20 elite rules powering the Large Cap Dream Funds
- High-return strategies with low downside risk
- Fully transparent fixed-fee structure
Why Trust FidelFolio
At FidelFolio, we prioritize transparency, credibility, and investor-first principles to build confidence and long-term wealth.
We’re not just building portfolios. We’re building investor confidence.
Check out our PortfolioFrequently Asked Questions
At FidelFolio, we follow a quantitative long-term investing approach based on fundamental analysis. Over long-term, company’s business fundamentals determine investment outcomes. Read more about our Investment process.
₹55,000 via your own Smallcase account.
Typically once a quarter or when required, with a long-term perspective.
A flat, fixed advisory fee. No hidden charges, no commissions.
No. It’s a rule-based portfolio managed via your Smallcase account. You keep full control of your investments.
The Market Reward Discipline. Not Guesswork
If you’re ready to leave behind high fees, emotion-driven investing, and inconsistent returns, it’s time to upgrade.
