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 56 Non-BFSI and 12 BFSI filters based on fundamental ratios

2. Profit & Cashflow driven investment return

3. Buying quality companies that deliver even in toughest of times

4. Holding for Long-Term

5. Low Portfolio Turnover, thus low leakage & impact cost

6. NO Timing of Market

7. Avg. Market Cap = ₹1,73,000cr

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Top Filters with Description

1. 15-14-22-23-5-14-C: Selects all companies that have NEVER degrown revenue in any of the last 15 years (except max of once)

2. 13-14-25-26-5-11-C: Selects all companies that delivered ROE >26% in at least 11 of last 13 years, while almost NEVER degrowing their operating profits

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Monthly rolling Backtested history (5-year holding period)

1. Average Return = 19% vs 14% for Nifty50

2. Risk (Standard deviation) = 6% vs 9% for Nifty50

3. Sortino = 4.9x vs 2.7x for Nifty50

4. Positive return occurrences = 100%

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Highest & Lowest 1-year return

1. Highest = 134% vs 95% for Nifty50

2. Lowest = -34% vs -52% for Nifty50

Disclaimer: History might not be reflective of future