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.
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|Nifty 500 TRI||2.4%||-0.2%||11.9%||31.6%||24.6%||-||-||-||20.6%|
|Top 5 Equity Holdings||50.00|
Market Cap Allocation
From the Founders & Managers of Upside AI PMS
Which is the best company through which an investor can invest in Upside AI Multicap Fund?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.