Young Everest Equity Fund
Outperforming the market doesn’t have to be guesswork. FidelFolio quant small cap fund direct growth is a data-driven, fixed-fee portfolio designed to deliver long-term compounding 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 Young Everest portfolio has consistently outperformed benchmarks over both long and short durations. Its average 3-year CAGR stands at ~26% vs Nifty’s ~14%, with a median return of 23% — highlighting broad-based strength.
In the near term too, the portfolio delivered a 1-year CAGR of 32% (median: 30%) versus Nifty’s 15%/12%, reflecting strong alpha generation.
Despite similar downside risk (2% vs Nifty’s 2–3%), its Sortino Ratio of 9 far surpasses Nifty’s 3.7 — signaling superior risk-adjusted performance.
Over 73% of rolling 3-year periods saw returns above 15%, compared to 37% for the index. Its average calendar year return over FY14–24 is ~29% — reaffirming its consistency as a long-term compounder.
Business Quality Snapshot
What Defines the Fidelfolio Portfolio
The Fidelfolio portfolio features companies in the ₹24,000 Cr market cap range—placing them in the small- to mid-cap segment with ample headroom for growth.
Capital efficiency remains solid, with 25% ROCE and 20–25% ROE, supported by steady revenue growth of 13% over both 1- and 2-year periods.
PAT growth stands at 18% (1Y) and 11% (2Y), signaling solid operating execution with some variability.
Valuation re-rating accounts for ~40% of returns, reflecting improving investor confidence and scope for continued P/E expansion from the current 10–15x range.
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.