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FidelFolio Young Everest Equity

Invest in high-growth quant small cap fund direct plan growth companies with strong financial discipline, sustainable expansion, and the potential for long-term wealth creation.

Above Avg. Risk | Small-Cap Focus | At least doubled Profit & CFO in 5-years | Above avg. ROCE

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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 Young Everest Equity

Equity Smallcap

₹ 209.61

₹ 205.59

Backtester performance graph

Key Growth Indicators

Young Everest Equity quant small cap fund regular growth is built on a rigorous selection process, applying 131 fundamental filters to identify high-growth small-cap companies with above-average capital efficiency. These businesses have demonstrated consistent profitability over the medium term, doubling their cash flow and net profits every 3 to 4 years. With a focus on sustainable expansion rather than market timing, the portfolio is structured to capture outsize wealth creation opportunities. The average market capitalization of selected major quant hedge funds is ₹12,000 crore, highlighting the focus on companies with strong growth potential. 

Higher Returns

The small cap investments quant fund has delivered an average annual return of 37.17% since March 20, 2023.

Lesser Drawdown

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

Low Risk Instrument

This small cap mutual funds strategy focuses on balanced equity exposure, offering growth potential while managing volatility through diversified asset allocation.

Low Churn

The long term small cap stocks fund is designed for minimal trading activity, relying on systematic rebalancing to maintain long-term positions and reduce transaction costs.

Invest ₹1,61,621 today to take advantage of Young Everest Equity’s small cap value investing potential.

1. Highest 1 Year Return in 25 Years: 232% vs 95% for Nifty50 

2. Lowest 1 Year Loss in 25 Years: -68% vs -52% for Nifty50

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Algorithms Powering Young Everest Equity

Young Everest Equity’s small cap value stocks mathematical framework, built on 131+ meticulously designed rules, identifies small companies with exceptional growth potential. By selecting businesses that have consistently expanded cash flow by over 20% and doubled their pre-tax profits in five years, the strategy ensures exposure to high-growth firms with strong capital efficiency. Backtested performance confirms its ability to maximize returns while managing volatility.

Strict Financial Growth Criteria

Selects multibagger opportunities with >20% growth in Cash Flow from Operations (CFO) while maintaining >17% ROE in most of the last 5 years.

Young Age Compounders

Focuses on businesses that have at least doubled pre-tax profit in 5 years while sustaining exceptionally high capital efficiency.

Proven Performance Through Backtesting (2-Year Holding Period)

  • Average Return: 35% vs 14% for Nifty50
  • Risk (Standard Deviation): 39% vs 16% for Nifty50
  • Sortino Ratio: 1.4x vs 1.25x for Nifty50
  • Positive Return Occurrences: 77%

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 small cap stock investment rules 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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