Name: FidelFolio Safe Fortress Quant
Brand: smallcase
SKU: KIUPMO_0008
Price: 124763 INR

Fundamental Long-Term Investing using new-age machine learning with human oversight - Holy Grail for extraordinary wealth creation


Nifty 100 Index

FidelFolio Safe Fortress

FidelFolio Safe Fortress Quant

Kislay Upadhyay

Low Risk | Long-term | Stable Compounders with Multi-decadal consistency | Low Churn & Leakage Cost 

Top 1000 companies listed on NSE. Average MCap of the portfolio is ₹2 lakh cr.

FidelFolio MAGIC (Multiple AI-ML Generated Invested Rules Combined) Framework :<ul><li>FidelFolio engine 'Rule-Generator' creates simple investment rules based on fundamental ratios only. These ratios are understandable by humans and similar to stock screens commonly used. </li><li>FidelFolio engine 'Rule-Analyser' backtests these rules rigorously over last 3 decades across macro-economic cycles. </li><li>These results are then sent to 'Rule-Generator'. These 2 engines operate in feedback-loop to create better rules. </li><li>Then FidelFolio investment team selects the best rules in a particular risk category. </li><li>These best selected rules are combined to create the final product. </li></ul>

Based on the final combination of best rules selected by FidelFolio's MAGIC framework.

Weights are assigned based on framework.

This smallcase will be rebalanced on an as-needed basis

FidelFolio Safe Fortress Quant

FidelFolio Safe Fortress Quant

Overview

Stocks & Weights