FidelFolio Little Orion Equity
Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E)
Performance
From 2020-08-20 To 21-06-2024
Current value of ₹ 100 invested once on Mar 20, 2023 would be
FidelFolio Little Orion Equity
Smallcap
₹ 197.01
₹ 201.70
Backtester performance graph
Why should you invest in this strategy ?
FidelFolio Advantage
To-the-point strategy description
- Built on combination of 75 filters based on fundamental ratios
- Portfolio of small companies growing rapidly
- Companies have invested capital and grown balance sheet size
- Remained Profitable during expansion and are improving capital efficiency
- NO Timing of Market
- Avg. Market Cap = ₹6,000cr
Highlights
Top Filters with Description
- 5-13-36-5-14-4: Selects all companies that have delivered Total Capital Employed growth of >14% and ROCE of >5% in 4 of the last 5 years
- 5-13-34-8-11-4: Selects all companies that have delivered Total Asset growth of >11% and ROCE of >8% in 4 of the last 5 years
Monthly rolling Backtested history (1-year holding period)
Average Return = 55% vs 14% for Nifty50
Risk (Standard deviation) = 108% vs 27% for Nifty50
Sortino = 1.19x vs 0.88x for Nifty50
Positive return occurrences = 76%
Highest & Lowest 1-year return
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Highest
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950% vs 95% for Nifty50
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Lowest
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-72% vs -52% for Nifty50
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