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Shivalik Compounder Fund

Outperforming the market doesn’t have to be guesswork. FidelFolio Shivalik Compounder Fund is a data-driven, fixed-fee portfolio designed to deliver long-term compounding with lower downside and no hidden costs.

  • Start with just ₹2,00,000
  • Invest in a minutes
  • Built on 25+ years of backtested data
  • 3 lakhs+ investment rules created
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Return Characteristics

Outperformance That’s Consistent, Resilient & Proven

21%
Avg 3Yr CAGR
0%
3Yr Downside Risk
38.1
Sortino Ratio
75%
3Yr Returns >15%
17%
Avg Annual Returns

The Shivalik Compounder strategy has demonstrated consistent and reliable outperformance across a decade.

Compared to Nifty 50’s 15% CAGR, the portfolio averaged 21%, with nearly zero downside risk over any rolling 3-year period.

Its Sortino Ratio of 38.1 reflects best-in-class risk-adjusted returns — and 75% of 3-year periods delivered >15% gains.

Built for long-term compounding, this strategy shines in both bull and bear markets.

Metric Shivalik Compounder Nifty 50
Mean (3Yr CAGR) 21% 15%
Median (3Yr CAGR) 20% 13%
Downside Risk (MAR < 0%) (3Yr CAGR) 0.2 2
Sortino Ratio 38.1 5.1
Probability of 15%+ Returns (3Yr CAGR) 75% 38%
Average CY Returns (FY14–24) 17% 14%
Mean/Median
3Yr CAGR avg or midpoint return
Downside Risk
Rolling 3Yr CAGR < 0% count
Sortino Ratio
Return for downside volatility
15%+ Probability
% of 3Yr CAGR over 15%
Avg CY Returns
Average yearly return FY14–24

Business Quality Snapshot

What Defines the Fidelfolio Portfolio

35–45%
Avg ROCE / ROE
14% / 13%
1Y / 2Y PAT Growth
19% / 16%
1Y / 2Y Revenue Growth
Mid-20s to 30s
Typical PE Ratio
40%
Return from PE Re-Rating
₹1.16L Cr
Avg Market Cap

The companies in Fidelfolio’s portfolio consistently deliver high profitability and steady earnings growth.

With mid-30s to 40s ROCE/ROE, PAT and revenue CAGR in the mid-teens, and an average PE in the mid-20s to 30s range — these firms are both efficient and growth-focused.

Roughly 40% of returns have historically come from valuation re-rating, rewarding quality.

The strategy emphasizes strong fundamentals while focusing on established mid to large-cap companies.

Figure 1: Business Quality Snapshot for Shivalik Compounder Fund
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ROCE / ROE
Measures how efficiently a company uses its capital or equity to generate profits.
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PAT / Revenue Growth
Tracks compound growth in profits and revenue over different time periods.
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PE Re-Rating
Return from changes in valuation multiple (Price to Earnings).
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TPE (Total PE)
Average Price to Earnings ratio showing market valuation.
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Market Cap Range
Size of a company as measured by its total market capitalization.

Live Performance

Current value of ₹ 100 invested once on Jan 25, 2022, would be

FidelFolio NAV Summary
Shivalik Compounder Fund
₹129.44
Equity Multi Cap
₹152.88
Understand our Investment Process

Back-Tested Performance

What Makes FidelFolio Different

Discover how FidelFolio empowers investors with transparent, data-driven investment strategies grounded in 25+ years of historical analysis.

📰
No Headline Chasing
Focus on data, not market noise.
🎯
No Gut Investing
Rule-based, disciplined strategy.
💰
No Commissions
Our incentives align with your goals.

Introducing MAGIC 2.0 – AI for Smarter Investing

Our proprietary AI-ML engine, MAGIC 2.0, tests and combines over 3 lakh investment rules, leveraging decades of financial data to surface the most reliable strategies.

  • 20 elite rules powering the Large Cap Dream Funds
  • High-return strategies with low downside risk
  • Fully transparent fixed-fee structure
📊
25+ Years
of backtesting
📈
50M+
data points analyzed
🔍
3 Lakh+
investment rules tested

Why Trust FidelFolio

At FidelFolio, we prioritize transparency, credibility, and investor-first principles to build confidence and long-term wealth.

📜 SEBI Registered — Reg. No. INA000016056
🧠 25+ years of market testing & 50M+ data points analyzed
👥 Trusted by retail investors, family offices & advisors
🧪 Deep domain expertise in finance, quant & data science
🔒 100% transparent pricing & aligned incentives

We’re not just building portfolios. We’re building investor confidence.

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Frequently Asked Questions

🧠
What is their investment philosophy?

At FidelFolio, we follow a quantitative long-term investing approach based on fundamental analysis. Over long-term, company’s business fundamentals determine investment outcomes. Read more about our Investment process.

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What’s the minimum investment?

₹2,00,000 via your own Smallcase account.

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How often is the portfolio rebalanced?

Typically once a quarter or when required, with a long-term perspective.

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What are the fees?

An AUM (Assets Under Management) based fee. No hidden charges, no commissions.

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Is this a mutual fund?

No. It’s a rule-based portfolio managed via your Smallcase account. You keep full control of your investments.

The Market Reward Discipline. Not Guesswork

If you’re ready to leave behind high fees, emotion-driven investing, and inconsistent returns, it’s time to upgrade.

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