FidelFolio Flagship Strategies
Flagship Strategy
Performance Dashboard
All returns independently verified under SEBI PaRRVA guidelines. Data as on 2026-05-30. Past performance is not indicative of future returns.
Strategies
5
Flagship series
Best 3-yr CAGR
30%
Little Orion
Best Sortino ratio
6.4
Little Orion vs 3.6 benchmark
Beat benchmark (rolling)
3 / 5
strategies
Inception range
2022
Jan 2022 – Mar 2023
All flagship strategies
June 2026 performance snapshot
Point-to-point returns (absolute ≤1Y, CAGR >1Y) vs primary benchmark. Source: ACE Equity, FidelFolio.
Little Orion
High-growth mid-cap. ROCE ~30%, ROE 20–25%. MAGIC 2.0. Benchmark: NIFTY Smallcap 250.
High riskSmall-Mid CapSince Mar 2023
1 Month+5%NIFTY SC250: −1%
1 Year+14%NIFTY SC250: −1%
3 Year CAGR+26%NIFTY SC250: 20%
Sortino ratio6.4 vs 3.6
Downside dev (MAR 7%)3.9 vs 7.3
Inception CAGR: +30%View strategy
Young Everest
Small-to-mid cap emerging companies. ROCE ~25%, ROE 20–25%. Benchmark: NIFTY Smallcap 250.
High riskMid-Small CapSince Mar 2023
1 Month+1%NIFTY SC250: −1%
1 Year+10%NIFTY SC250: −1%
3 Year CAGR+24%NIFTY SC250: 20%
Sortino ratio5.8 vs 3.6
Downside dev (MAR 7%)5.1 vs 7.3
Inception CAGR: +29%View strategy
Safe Fortress
High-quality, low-churn. ROE/ROCE >30–40%, PAT growth >12%. Avg hold 3–4 yrs. Benchmark: NIFTY 100.
Moderate riskAll CapSince Dec 2022
1 Month0%NIFTY 100: −1%
1 Year−3%NIFTY 100: −1%
3 Year CAGR+12%NIFTY 100: 13%
Sortino ratio1.2 vs 3.7
Avg 1Y rolling8.5% vs 14.9%
Inception CAGR: +4% (live: 4.1%)View strategy
Shivalik Compounder
Multi-cap compounder. ROCE >30–40%, PAT CAGR >12%. Smaller ticket Himalayan. Benchmark: NIFTY 100.
Moderate riskMulti-CapSince Oct 2022
1 Month0%NIFTY 100: −1%
1 Year+1%NIFTY 100: −1%
3 Year CAGR+10%NIFTY 100: 13%
Sortino ratio2.1 vs 3.7
Avg 1Y rolling16.8% vs 14.9%
Inception CAGR: +10% (live: 9.7%)View strategy
Great Himalayan Compounder
All-cap quality compounder. ROCE >30–40%, consistent PAT growth. Avg hold 3–4 yrs. Benchmark: NIFTY 100.
Moderate-HighAll-CapSince Jan 2022
1 Month+1%NIFTY 100: −1%
1 Year−1%NIFTY 100: −1%
3 Year CAGR+8%NIFTY 100: 12%
Sortino ratio1.4 vs 3.7
Avg 1Y rolling10.3% vs 14.9%
Inception CAGR: +5% (live: 4.9%)View strategy
CAGR comparison with Benchmark
CAGR since inception — strategy vs named benchmark
Each strategy compared to its specific primary benchmark. Little Orion & Young Everest vs NIFTY Smallcap 250; Safe Fortress, Shivalik Compounder & Himalayan Compounder vs NIFTY 100. Source: ACE Equity, FidelFolio.
Strategy inception CAGR
Benchmark inception CAGR (NIFTY SC 250 or NIFTY 100)
Product Performance Report
SEBI Registered Investment Adviser: INA000016056 · Performance verified under PaRRVA Guidelines · Past performance is not indicative of future returns. Investment in equity securities is subject to market risks. Return of principal is not assured. Data as on 2026-05-30. Returns above 1 year are annualised (CAGR); below 1 year are absolute. Full disclosures →