Little Orion is a high-growth equity portfolio centered on fundamentally strong small-cap companies with solid capital efficiency, improving business, and attractive valuations. Built using the upgraded MAGIC 2.0 engine and ~20 back-tested investment rules, it targets businesses with ROCE around 25% and ROE in the 20–25% range, ensuring effective capital deployment and sustained profitability.

Selected Rule Highlights

Little Orion combines 20 key rules. The rules capture improving business quality — ROCE and ROE CAGR > 15%. They also reflect healthy growth — PAT and PBT CAGR > 10–20% over 10 years.

Back-tested Performance Snapshot (1Yr Return)

Mean:

• Little Orion: ~34%
• Nifty50: ~12%

Median:

• Little Orion: 31%
• Nifty50: 12%

Downside Risk (MAR<0%):

• Little Orion: 5.9%
• Nifty50: 5%

Sortino Ratio (downside risk-adjusted return):

• Little Orion: 1.7
• Nifty50: 0.6

Returns >15% (Consistency):

• Little Orion: ~72% of periods
• Nifty50: ~37% of periods

Business Quality Highlights

Capital Efficiency:

• Average ROCE and ROE: ~30 / 25%

Growth Metrics:

• 1/2Yr PAT Growth: 16/12%
• 1/2Yr Revenue Growth: 15/13%

Valuation and RE Rating:

• Trailing PE: 12-15
• Profit Growth vs PE Re-rating contribution to returns = 60 : 40

Size & Sector:

• Sectors: Diversified, Capital Intensive & Old Economy
• Average market cap: ~₹14,700 cr