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 75 filters based on fundamental ratios

2. Portfolio of small companies growing rapidly

3. Companies have invested capital and grown balance sheet size

4. Remained Profitable during expansion and are improving capital efficiency

5. NO Timing of Market

6. Avg. Market Cap = ₹6,000cr

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Top Filters with Description

1. 5-13-36-5-14-4: Selects all companies that have delivered Total Capital Employed growth of >14% and ROCE of >5% in 4 of the last 5 years

2. 5-13-34-8-11-4: Selects all companies that have delivered Total Asset growth of >11% and ROCE of >8% in 4 of the last 5 years

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Monthly rolling Backtested history (1-year holding period)

1. Average Return = 55% vs 14% for Nifty50

2. Risk (Standard deviation) = 108% vs 27% for Nifty50

3. Sortino = 1.19x vs 0.88x for Nifty50

4. Positive return occurrences = 76%

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Highest & Lowest 1-year return

1. Highest = 950% vs 95% for Nifty50

2. Lowest = -72% vs -52% for Nifty50

Disclaimer: History might not be reflective of future