Research made investible
5 strategies from 2 research frameworks
MAGIC studies human-understandable investment rules across decades of market history and millions of financial observations.
Neuro uses explainable deep learning to identify long-term changes in companies that may not yet be fully reflected in their market value.
- Shivalik EquityEstablished, profitable businesses selected with valuation discipline
- Everest EquityFidelFolio’s broadest combination of tested fundamental investment signals
- Kangchenjunga EquityBusinesses improving profitability, supported by cash conversion and valuation discipline
- K2 EquityBusinesses where earnings growth and profitability improvement are accelerating together
- Neuro EquityCompanies identified through machine learning using patterns in long-term business fundamentals.
Low-ticket, low-cost access to flagship: Everest Equity Access & K2 Equity Access.
Partner-customised mandate: a non-violence values-aligned equity strategy built using the MAGIC framework — Sinless Equity.
FidelFolio Investments is a SEBI-registered Investment Adviser (INA000016056). Strategy risk and return information is validated under SEBI’s Performance Validation Agency (PaRRVA) framework; verified performance is published for the validated period only.
Neuro Equity
Machine learning applied to long-term company fundamentals
Neuro Equity uses an explainable machine-learning framework to study the relationship between companies’ historical fundamentals and their subsequent business and market-cap growth. It provides a distinct model-driven approach alongside FidelFolio’s human-understandable MAGIC strategies.
- Framework
- Machine learning
- Category
- Machine-learning equity
- Role
- Alternative research-framework allocation
- Access
- AUM-linked advisory
- Horizon
- 7 years or longer
- Benchmark
- Nifty Smallcap 250
- Live since
- September 2025
- Relative risk
- Aggressive
Neuro Equity
Capital market pattern
Companies that successfully scale can generate both earnings growth and substantial changes in market expectations. This is the pattern Neuro Equity is built to capture
Learns historical relationships between point-in-time company fundamentals and subsequent business and market-cap growth.
- Profitability
- Growth
- Cash flows
- Leverage and balance-sheet structure
- Valuation and other fundamental indicators
- Realised business growth
- Future profitability and financial health
- Market-cap growth
- Live outcomes compared with model expectations
Investment process of Neuro Equity
Features are created from reported fundamentals, models are trained and validated out of sample, and the surviving models are combined — then backtested, fundamentally validated and monitored exactly as a MAGIC strategy is.
Backtested return metrics of Neuro Equity
Rolling returns, alpha, downside risk and probability outcomes across the full test period
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Backtested fundamental metrics of Neuro Equity
Business fundamentals before and after companies entered the historical portfolio
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How Neuro Equity may behave
Risk is stated before access, not after it
| Expected volatility relative to benchmark | Higher than the broad-market benchmark; model-driven and regime-dependent |
|---|---|
| Worst rolling 1-year return observed (backtest) | -68.9% |
| Probability of loss (rolling 1-year periods) | 24.2% of rolling observations |
| Recommended horizon | 7 years or longer |
| Who should not invest | Investors who need holdings to resemble familiar indices, or who cannot accept model-driven divergence |
Neuro Equity may select companies that differ meaningfully from familiar indices, popular market narratives or conventional investment styles. The machine-learning relationships it uses can perform differently across market environments, leading to periods of divergence from benchmarks and the MAGIC strategies.
Its distinct model-driven approach provides an additional path to long-term wealth creation and diversification across research frameworks.The strategies are designed for long-term investing. Temporary volatility or underperformance does not necessarily indicate that the underlying investment hypothesis has failed. Strategy selection should nevertheless reflect each investor’s horizon, financial circumstances and ability to tolerate equity-market fluctuations.
Invest in Neuro Equity
Subscribe and invest through the smallcase platform, after risk profiling and a suitability assessment
Every strategy is available through the smallcase platform after risk profiling and a suitability assessment.
- Access
- AUM-linked advisory
- Fee mode
- AUM-linked advisory
- Minimum horizon
- 7 years or longer
- Live since
- September 2025
Advisory fee is charged on the assets advised, billed periodically as set out in the advisory agreement.
Fees, billing frequency, minimum investment and refund treatment are disclosed in full before onboarding. Investments in securities markets are subject to market risks; read all related documents carefully before investing.
See the research beneath the strategy
Every strategy connects back to the research library, the learning centre and the compliance record
Methodology, product notes, factsheets, research papers and the live performance record behind every strategy.
- Methodology
- Product notes & factsheets
- Research papers
- White papers
- Live performance
- Webinars & videos
Guided series on rules-based investing, rolling returns, downside behaviour and investor behaviour.
- Rules-based investing
- Reading rolling returns
- Understanding drawdowns
- Behaviour and horizon
- Using the backtesting tool
Regulatory status, the investor charter, complaint disclosure and the risks to understand before investing in Neuro Equity.