Safe Fortress is a high-quality equity portfolio designed for steady, long-term compounding through a fundamentals-driven, risk-aware strategy. Powered by the upgraded MAGIC 2.0 engine and ~20 back tested investment rules, it focuses on companies with strong balance sheets, stable cash flows, low leverage, with an average ROE of ~35%. It has delivered 3-year CAGR of ~20%, outperforming Nifty's ~14%. Its Sortino Ratio is significantly better than Nifty’, highlighting superior risk-adjusted returns and better downside protection, offering smoother performance and lower volatility.

Selected Rule Highlights

Safe Fortress follows 20 carefully selected rules. Rules highlight consistent quality - ROE and ROCE > 30–40% across long periods. The emphasis is on stability and reliability in capital efficiency.

Back-tested Performance Snapshot (3Yr CAGR)

Mean:

• Safe Fortress: ~20%
• Nifty50: ~14%

Median:

• Safe Fortress: 19%
• Nifty50: 12%

Downside Risk (MAR<0%):

• Safe Fortress: 2%
• Nifty50: 5%

Sortino Ratio (downside risk-adjusted return):

• Safe Fortress: 5.3
• Nifty50: 1.3

Returns >15% (Consistency):

• Safe Fortress: ~65% of periods
• Nifty50: ~37% of periods

Business Quality Highlights

Capital Efficiency:

• Average ROCE / ROE: ~40 / 35%

Growth Metrics:

• 1/2Yr PAT Growth: 15/13%
• 1/2Yr Revenue Growth: 18/14%

Valuation and RE Rating:

• Trailing PE: 30-40
• Profit Growth vs PE Re-rating contribution to returns = 60 : 40

Size & Sector:

• Sectors: Diversified, Mostly B2C
• Average market cap: ~₹1,56,000 cr