Safe Fortress Equity Fund
Outperforming the market doesn’t have to be guesswork. Folio quants mutual fund strategy designed for those seeking low-risk , fixed-fee portfolio designed to deliver long-term growth through stable compounders, with lower downside and no hidden costs.
- Start with just ₹2,00,000
- 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 Safe Fortress portfolio has delivered a strong ~20% average 3-year CAGR, comfortably beating the Nifty 50’s ~14%. Its median return of 19% versus Nifty’s 12% reflects consistent outperformance across rolling periods.
Despite its strong returns, downside risk has remained low at just 2%, outperforming Nifty’s 5%. The strategy’s Sortino Ratio of 5.3 (vs Nifty’s 1.3) highlights superior risk-adjusted performance.
Importantly, 65% of 3-year rolling periods have delivered returns above 15% CAGR — nearly double the rate achieved by the benchmark — making Safe Fortress a consistently compounding, risk-efficient investment strategy.
Business Quality Snapshot
What Defines the Fidelfolio Portfolio
Fidelfolio portfolio companies demonstrate exceptional capital efficiency, with ROCE consistently over 40% and ROE near 35% — signaling high-quality operations and returns on capital.
Revenue growth has been robust, with an 18% rise over 1 year and 14% over 2 years, while PAT growth stands at 15% and 13% respectively — underlining earnings consistency.
Valuation re-rating accounts for 40% of overall returns, as premium 30–40x P/E multiples reflect strong investor confidence in sustainable growth trajectories.
These are established mid to large-cap players — resilient, efficient, and primed for long-term wealth creation.
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.
₹2,00,000 via your own Smallcase account.
Typically once a quarter or when required, with a long-term perspective.
An AUM (Assets Under Management) based 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.