Dream Big Series - Small Cap Sharp
This Fidel Folio small-cap investment is a High-Growth Innovator targets dynamic small-cap businesses in B2C and capital-intensive sectors, blending strong capital returns with high growth potential. Its systematic framework delivers outsized absolute and risk-adjusted returns while managing volatility—ideal for investors seeking focused, fundamentals-driven exposure to market-beating growth opportunities.
- Start with just ₹33,000
- 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 delivers outstanding returns, significantly surpassing the Nifty 50 across various timeframes in its back tested history.
On a 1-year rolling CAGR basis, the strategy has achieved an impressive mean return of 44% and a median of 39%, dramatically outperforming the Nifty’s 17% mean and 13% median returns.
While downside risk (MAR <15%) is higher at 0.22 compared to the Nifty's 0.15, the strategy’s Sortino ratio of 2.0 remains almost double the Nifty’s 1.1, reflecting strong risk-adjusted performance despite elevated volatility.
The probability of generating more than 15% annual returns is high at 69%, compared to the benchmark’s 45%.
Over the last decade (FY14–24), the strategy has maintained a striking 28% CAGR, more than twice that of the Nifty’s 12%, underscoring its ability to deliver exceptional absolute and risk-adjusted returns over long periods.
Business Quality Snapshot
What Defines the Fidelfolio Portfolio
This portfolio is comprised of mid-cap companies averaging ₹21,000 crore in market capitalization, featuring a diversified mix of B2C and capital-intensive sectors.
It exhibits strong capital efficiency, with ROCE and ROE both above 25%, indicating these firms effectively manage capital to generate strong returns.
Growth rates in PAT and revenue over one- and two-year periods are healthy, ranging between 10–15% PAT growth and 11–15% revenue growth, underpinning a solid growth runway.
Valuations remain disciplined, with a typical Total P/E (TPE) multiple of 15–20x, striking a balance between earnings quality and growth potential.
The portfolio shows an average PAT contribution of ~53% and a TPE contribution of ~47%, emphasizing a blend of earnings power and valuation discipline.
Live Performance
Current value of ₹ 100 invested once on Mar 28, 2023, 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.
₹33,000 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.
