FidelFolio Safe Fortress
Low Risk | Long-term | Stable Compounders with Multi-decadal consistency | Low Churn & Leakage Cost
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
Why should you invest in this strategy ?
FidelFolio Advantage
To-the-point strategy description
- Built on combination of 56 Non-BFSI and 12 BFSI filters based on fundamental ratios
- Profit & Cashflow driven investment return
- Buying quality companies that deliver even in toughest of times
- Holding for Long-Term
- Low Portfolio Turnover, thus low leakage & impact cost
- NO Timing of Market
- Avg. Market Cap = ₹1,73,000cr
Highlights
Top Filters with Description
1. 15-14-22-23-5-14-C: Selects all companies that have NEVER degrown revenue in any of the last 15 years (except max of once)
2. 13-14-25-26-5-11-C: Selects all companies that delivered ROE >26% in at least 11 of last 13 years, while almost NEVER degrowing their operating profits
Monthly rolling Backtested history (1-year holding period)
1. Average Return = 19% vs 14% for Nifty50
2. Risk (Standard deviation) = 6% vs 9% for Nifty50
3. Sortino = 4.9x vs 2.7x for Nifty50
4. Positive return occurrences = 100%
Highest & Lowest 1-year return
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Highest
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134% vs 95% for Nifty50
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Lowest
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-34% vs -52% for Nifty50
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