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) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 | 5Y 2M | Nifty 500 TRI | NA |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 15.62% | -44.67% | 59.46% | -29.05% | 0.53 | 15.26% | -2.12 | -1.97% | -0.12 | 51.35 % |
Nifty 500 | 7.48% | -35.52% | -28.04% | 0.80 | -3.26% | -0.22 | 45.95 % | |||
Nifty Midcap 100 | -8.46% | -18.3% | -26.76% | 0.80 | -6.19% | -0.44 | 37.84 % | |||
Nifty Smallcap 100 | -15.98% | 0.54% | -15.44% | 0.58 | -2.61% | -0.15 | 35.14 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Aug 2024. 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.