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
Statistical analysis of backtested rolling return from 2000 to 2025
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.
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.