Name: FidelFolio Shivalik Equity Quant
Brand: FidelFolio Investment
SKU: KIUPMO_0006
Price: 135261 INR
Availability: InStock

Nifty_SM100

FidelFolio Shivalik Compounder

Top 1000 companies listed on NSE. Average MCap of the portfolio is ₹1.8 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.&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 Shivalik Equity Quant

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost 

FidelFolio Shivalik Equity Quant

Overview

Stocks & Weights