FidelFolio Great Himalayan Compounder
Achieve long-term growth by investing in quant large and mid cap funds that compound profits and cash flows at over 20% annually, with low churn and leakage costs.
Avg. Risk | Long-term | Compounds Profit & Cashflow at 20%+ Annually | Low Churn & Leakage Cost
Performance
From 2020-08-20 To 21-06-2024
Current value of ₹ 100 invested once on Jan 25, 2022 would be
FidelFolio Great Himalayan Compounder
Equity Multi Cap
₹ 129.44
₹ 152.88
Backtester performance graph
Key Growth Indicators
Great Himalayan Compounder follows a rigorous selection process, using 142 Non-BFSI and 92 BFSI fundamental filters to identify high-quality quant growth funds. The long term growth investments strategy focuses on businesses that generate strong profits and cash flows, ensuring consistent earnings compounding over time. With a long-term holding approach and low-portfolio-turnover, it minimizes leakage and impact costs. There is no reliance on market timing, allowing the portfolio – built around companies with an average market cap of ₹1,36,000 crore – to grow steadily with disciplined investing.
Invest ₹4,25,707 today to take advantage of Great Himalayan Compounder’s long term investing potential.
1. Highest 1 Year Return in 25 Years: 181% vs 95% for Nifty50
2. Lowest 1 Year Loss in 25 Years: -43% vs -52% for Nifty50
Algorithms Powering Great Himalayan Compounder
Great Himalayan Compounder’s mathematical framework, built on 142+ meticulously designed rules, identifies companies with a proven track record of high return on equity and consistent profit growth. These growth oriented investments rules, which drive long-term compounding with minimized risk, include criteria that assess sustained financial strength over decades. Here are some examples of the rules the stocks get filtered on.
Bias-Free, Transparent Investing with FidelFolio
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