Dream Big Series - Mid Cap Prime
Midcap Prime: Value-Driven Stability targets fundamentally strong mid-sized businesses in capital-intensive, cyclical sectors. It blends systematic selection with disciplined risk controls to deliver attractive returns at reasonable valuations—making it a resilient core holding for investors seeking growth and capital preservation through economic cycles.
- Start with just ₹45,000
- Invest in a minutes
- Built on 25+ years of backtested data
- 3 lakhs+ investment rules created
Return Characteristics
Outperformance That’s Consistent, Resilient & Proven
This strategy demonstrates a powerful performance track record, significantly outperforming the Nifty 50 over a 25-year backtest period.
For the 2-year rolling CAGR, it boasts a mean return of 31% and a median return of 31%, markedly surpassing Nifty’s 15% mean and 13% median returns.
While downside risk (MAR <15%) at 0.1057 is slightly higher than Nifty’s 0.0987, the strategy’s superior risk-adjusted returns are evident through a Sortino ratio of 2.9, nearly double the Nifty’s 1.5.
The probability of achieving 15%+ returns over a 2-year period is 68%, far higher than Nifty’s 43%.
Over the 10-year timeframe (FY14–24), this approach has delivered a 17% CAGR versus the Nifty’s 13%, underscoring its consistent and material alpha generation across cycles.
Business Quality Snapshot
What Defines the Fidelfolio Portfolio
The portfolio primarily comprises mid-sized, capital-intensive companies from the old economy sectors, with an average market capitalization of around ₹20,000 crore.
These businesses are generally diversified but concentrated in industries requiring substantial asset bases and operational scale.
On capital efficiency, ROCE and ROE both exceed 20%, highlighting solid management of invested capital despite heavy asset intensity.
Growth remains healthy, with PAT rising 12–15% and revenue growing 10–15% over 1–2 years, reflecting sustainable expansion.
Companies trade at 15–20x P/E, with contributions balanced between profit growth (53%) and valuation (47%), indicating a mix of earnings quality and market multiples.
Live Performance
Current value of ₹ 100 invested once on Mar 20, 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.
₹45,000 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.
