FidelFolio Young Everest Equity
Above Avg. Risk | Small-Cap Focus | At least doubled Profit & CFO in 5-years | Above avg. ROCE
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
Why should you invest in this strategy ?
FidelFolio Advantage
To-the-point strategy description
- Built on combination of 131 filters based on fundamental ratios
- Portfolio of small companies with above average capital efficiency
- Maintained consistency in profitability in medium-term
- Doubling cash-flow and net profit every 3-4 years
- NO Timing of Market
- Avg. Market Cap = ₹12,000cr
Highlights
Top Filters with Description
1. 5-14-28-17-20-3: Selects all companies that have delivered >20% growth in Cash Flow from Operations (CFO) while maintaining >17% ROE in majority of last 5 years
2. 5-14-22-26-26-3-C: Selects all companies that have at least doubled their pre-tax profit in last 5 years while maintaining exceptionally high capital efficiency
Monthly rolling Backtested history (1-year holding period)
1. Average Return = 35% vs 14% for Nifty50
2. Risk (Standard deviation) = 39% vs 16% for Nifty50
3. Sortino = 1.4x vs 1.25x for Nifty50
4. Positive return occurrences = 77%
Highest & Lowest 1-year return
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Highest
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232% vs 95% for Nifty50
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Lowest
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-68% vs -52% for Nifty50
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