Name: FidelFolio Little Orion Equity Quant
Brand: smallcase
SKU: KIUPMO_0011
Price: 111774 INR

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


Nifty_SM100

FidelFolio Little Orion Equity

FidelFolio Little Orion Equity Quant

Kislay Upadhyay

Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E)

All publicly listed companies on the National Stock Exchange of India are included in the universe.&nbsp;

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.&nbsp;</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 Little Orion Equity Quant

FidelFolio Little Orion Equity Quant

Overview

Stocks & Weights