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FidelFolio Shivalik Compounder

Your gateway to long-term wealth creation with disciplined, high-growth investing strategies, designed with a smaller ticket size, but maintaining the same rigorous selection process and risk-return profile as the Great Himalayan Compounder quant flexi cap fund.

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

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Performance

From 2020-08-20 To 21-06-2024
Current value of ₹ 100 invested once on Oct 17, 2022 would be

FidelFolio Shivalik Compounder

Equity Multi Cap

₹ 148.10

₹ 152.12

Backtester performance graph

Key Growth Indicators

Shivalik quant equity fund follows a rigorous selection process, using 142 Non-BFSI and 92 BFSI fundamental filters to identify high-quality companies. The 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, the quant focused fund minimizes leakage and impact costs. There is no reliance on market timing, allowing the portfolio – built around companies with a robust market capitalization – to grow steadily through disciplined investing.

Higher Returns

The quant mid cap fund has delivered an average annual return of 15.97% since October 2022, easily beating the benchmarks.

Lesser Drawdown

During the worst market falls, 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 quant active fund multicap focuses on minimal turnover, maintaining long-term positions with systematic rebalancing, rather than high-frequency trading.

Invest ₹1,86,673 today to take advantage of Shivalik Compounder's mid cap mutual funds 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

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The Mathematics Behind Shivalik Compounder

The fund’s mathematical algorithm, built on 142+ carefully designed rules, combines rigorous selection criteria with backtested performance to deliver exceptional returns while managing risk. By focusing on companies with consistent growth and strong financials, this is one of the best portfolio for long term investment that ensures a disciplined, long-term investment path. Here are some examples of the best high risk high reward investments rules the stocks get filtered on.

Focused Selection

Selects companies with at least 20% Return on Equity and 8% Operating Profit growth in 11 out of the last 13 years.

Asset Growth Criteria

Ensures no company has delivered less than 11% Return on Capital Employed or 5% revenue growth in the past 11 years.

Backtested Performance (5-Year Holding Period)

  • Average return: 23% vs 14% for Nifty50
  • Risk (Standard deviation): 11% vs 9% for Nifty50
  • Sortino ratio: 3.4x vs 2.7x for Nifty50
  • Positive return occurrences: 100%

Bias-Free, Transparent Investing with FidelFolio Quality Investments

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 long term investment strategy with our backtester tool. Create screeners, run backtests, and analyze returns.

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Minimum Investment Amount

₹ 2,03,081

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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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