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FidelFolio Little Orion Equity

Accelerate your wealth with a quant small cap fund direct growth portfolio demonstrating rapid balance sheet growth and improving returns on capital.

Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E)

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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

Key Growth Indicators

Little Orion Equity quant based mutual funds are built on a rigorous selection process using 75 fundamental filters to identify high-growth small-cap companies. These businesses have consistently expanded their balance sheets by reinvesting capital while maintaining profitability. As they scale, they continue to improve capital efficiency, ensuring sustainable growth. With an average market cap of ₹6,000 crore, the quant hedge fund portfolio focuses on companies with strong fundamentals, without relying on market timing.

Higher Returns

The micro cap funds has delivered an average annual return of 32.95% since March 2023.

Lesser Drawdown

During the worst fall, this portfolio fell by 29.8% vs Mid- Small 200 Index fell 40.4%.

Low Risk Instrument

Designed to seek high returns with a focus on managing equity market risks, while carefully balancing growth potential and volatility.

Low Churn

The top quant hedge funds strategy focuses on minimal turnover, maintaining long-term positions with systematic rebalancing, rather than high-frequency trading.

Invest ₹1,81,375 today to take advantage of Little Orion’s micro cap mutual funds potential.

1. Highest 1 Year Return in 25 Years: 950% vs 95% for Nifty50

2. Lowest 1 Year Loss in 25 Years: -72% vs -52% for Nifty50

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The Mathematics Behind Little Orion Equity

Little Orion Equity’s high risk high reward investments mathematical framework applies strict selection criteria and backtested performance to maximize returns while managing volatility. By focusing on companies with strong capital efficiency and sustained asset growth, the strategy ensures a disciplined, data-driven investment approach. Here are some examples of the rules the multibagger small cap stocks get filtered on.

Focused Selection

Identifies companies with >14% Total Capital Employed growth and >5% ROCE in 4 of the last 5 years.

Asset Growth Criteria

Selects companies that achieved >11% Total Asset growth and >8% ROCE in 4 of the last 5 years.

Backtested Performance (1-Year Holding Period)

  • Average Return: 55% vs 14% for Nifty50
  • Risk (Standard Deviation): 108% vs 27% for Nifty50
  • Sortino Ratio: 1.19x vs 0.88x for Nifty50
  • Positive Return Occurrences: 76%

Bias-Free, Transparent Investing with FidelFolio

01

Data-Driven Investment: Leveraging machine learning-backed, rule-based low volatility stocks strategies eliminates human biases, ensuring consistent, data-driven decisions.

02

Expert-Led Precision: Our experienced team verifies the fundamental rationale behind safe long term investments rules created and selected by the system, ensuring strategies are backed by transparent, economically sound principles.  fine-tunes machine learning models, ensuring strategies are backed by transparent, economically sound principles.

03

Objective Portfolio Construction: We combine advanced analytics with proven rules to create capital protection funds portfolios that align with your long-term goals.

04

Scalable and Adaptive: The low risk long term investments are robustly designed to deliver sustainable results across different market conditions and macroeconomic regimes, continuously adapting to optimize portfolio performance.

DIY investor? Test your own capital allocators investment rules with our backtester tool. Create screeners, run backtests, and analyze returns.

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Minimum Investment Amount

₹ 1,81,375

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Before you move ahead

Understand Key Terms

Live Performance

It depicts the actual and verifiable returns generated by the portfolios of SEBI registered entities. Live performance does not include any backtested data or claim and does not guarantee future return.

Disclosures

By proceeding, you understand that investments are subjected to market risks and agree that returns shown on the platform were not used as an advertisement or promotion to influence your investment decisions

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