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FidelFolio Safe Fortress

Invest in a quants mutual fund strategy designed for those seeking low-risk, long-term growth through stable compounders. Built using a combination of 56 Non-BFSI and 12 BFSI filters, Safe Fortress focuses on profit and cash flow-driven returns.

Low Risk | Long-term | Stable Compounders with Multi-decadal consistency | Low Churn & Leakage Cost

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Performance

From 2020-08-20 To 21-06-2024
Current value of ₹ 100 invested once on Dec 6, 2022 would be

FidelFolio Safe Fortress

Equity Large Cap

₹ 118.57

₹ 133.43

Backtester performance graph

Key Growth Indicators

FidelFolio’s Safe Fortress quant large cap fund strategy focuses on profit and cash flow-driven returns by investing in high-quality companies that demonstrate resilience even in the toughest market conditions. With a long-term holding approach and low portfolio turnover, it minimizes leakage and impact costs, ensuring sustainable growth. The large cap investments strategy avoids market timing, emphasizing consistency and stability. Investment selection is based on fundamental analysis, incorporating 56 Non-BFSI filters along with 12 BFSI-specific filters to refine quality picks. With an average market capitalization of ₹1,73,000 crore, Safe Fortress is designed for investors seeking steady, long-term wealth creation.

Higher Returns

The fund has delivered an average annual return of 3.65% since December 2022, outperforming the benchmarks.

Lesser Drawdown

At its worst decline, the portfolio dropped by 29.8% vs Mid-Small 200 Index fell by 40.4%.

Low Risk Instrument

This mid cap investments strategy prioritizes fundamentally strong companies with consistent profitability, reducing downside risk. While market fluctuations exist, the focus on stable, high-quality businesses helps enhance long-term resilience.

Low Churn

This large cap mutual funds strategy follows a long-term investment approach with minimal portfolio turnover, reducing transaction costs and preserving capital efficiency.

Invest ₹1,43,713 today to take advantage of Safe Fortress Equity’s defensive equity strategy potential.

1. Highest 1 Year Return in 25 Years: 134% vs 95% for Nifty50

2. Lowest 1 Year Loss in 25 Years: -34% vs -52% for Nifty50

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Investment Framework Driving Safe Fortress Equity

The Safe Fortress low risk investment strategies framework follows a disciplined, rule-based approach to selecting high-quality companies with consistent financial strength. It prioritizes businesses that have demonstrated stable revenue growth and strong profitability over extended periods.

High-Return Consistency

Focuses on companies that have delivered ROE >26% in at least 11 of the last 13 years, while almost never witnessing a decline in operating profits.

Long-Term, Low-Turnover Strategy

Built on 56 Non-BFSI and 12 BFSI filters, prioritizing profit and cash flow-driven returns with low portfolio turnover, minimizing leakage and impact costs.

No Market Timing, Only Quality Investing

Invests in high-quality businesses that thrive even in the toughest times, maintaining a long-term approach without relying on market timing.

Proven Performance Through Backtesting (5-Year Holding Period)

  • Average Return: 19% vs 14% for Nifty50
  • Risk (Standard Deviation): 6% vs 9% for Nifty50
  • Sortino Ratio: 4.9x vs 2.7x for Nifty50
  • Positive Return Occurrences: 100%

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.

Are you making your own low risk portfolio strategy investment decisions? Try our backtester tool to test your own investment rules. Create screeners, run backtests, and analyze returns with ease.

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Minimum Investment Amount

₹ 1,66,854

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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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