Upside AI Multicap Fund

Invest in a basket of quality stocks across the market

Key Attributes

Inception Date: 1 Jul 2019

Number of Stocks: 12

Fund Manager Name: Ms. Kanika Agarrwal

Fund Manager Experience:

Kanika spent nearly four years with Mayfield India, investing in early stage companies focusing on enterprise tech and consumer internet before Mayfield, she worked with Credit Suisse in their investment banking team and EY as part of their tax & regulatory services practice.

Fund Manager Qualification:

She is a Chartered Accountant (All India Rank 18), holds a CFA charter and a B.Com from Mumbai University.

Investment Objective

Wyca Multicap is market cap agnostic but typically holds 85-90% mid and small caps. It will hold a diversified portfolio of ~15-20 companies and rebalance quarterly.

Investment Strategy

Wyca Multicap is market cap agnostic but typically holds 85-90% mid and small caps. It will hold a diversified portfolio of ~15-20 companies and rebalance quarterly.  The Securities in such quarterly portfolio are subsequently screened and evaluated qualitatively by the Portfolio Manager.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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