FidelFolio Advantage:

1. Using ML backed rule-based-investing to construct investment portfolio has several benefits - Extensive analytics and NO Human Biases & Errors

2. Our expert team trains the ML engines and validates results, selecting transparent, human understandable rules which have economic rationale

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To-the-point strategy description

1. Built on combination of 131 filters based on fundamental ratios

2. Portfolio of small companies with above average capital efficiency

3. Maintained consistency in profitability in medium-term

4. Doubling cash-flow and net profit every 3-4 years

5. NO Timing of Market

6. Avg. Market Cap = ₹12,000cr

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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

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Monthly rolling Backtested history (2-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%

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Highest & Lowest 1-year return

1. Highest = 232% vs 95% for Nifty50

2. Lowest = -68% vs -52% for Nifty50

Disclaimer: History might not be reflective of future