Upside AI Multicap PMS is market cap agnostic but typically holds 85-90% mid and small caps. It will hold a diversified portfolio of ~15 to 20 companies and rebalance quarterly.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
QRC Report Card *
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|Upside AI Flexicap||Multi Cap||Team Upside AI||01 July 2019||3Y 8M||Nifty 500 TRI||NA|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||-3.09%||-25.96%||59.46%||-29.05%||0.53||15.26%||-2.12||-1.97%||-0.12||51.35 %|
|Nifty 500||-3.30%||-24.74%||-28.04%||0.80||-3.26%||-0.22||45.95 %|
|Nifty Midcap 100||-7.56%||-19.2%||-26.76%||0.80||-6.19%||-0.44||37.84 %|
|Nifty Smallcap 100||2.64%||-18.08%||-15.44%||0.58||-2.61%||-0.15||35.14 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
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From the Founders & Managers of PMS
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#Returns as of 28 Feb 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.