Upside AI Top 250 PMS focuses on the top 250 companies in India by market cap. It will hold a diversified portfolio of ~15 to 20 companies and rebalance annually.
|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 Top 250||Large Cap||Team Upside AI||31 December 2019||3Y 4M||Nifty 250 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||-2.14%||-2.3%||67.57%||-4.44%||0.93||14.98%||-0.25||2.03%||0.18||48.65 %|
|Nifty 500||-3.64%||0.51%||-3.13%||0.93||0.10%||0.01||45.95 %|
|Nifty Midcap 100||-10.80%||7.18%||-3.62%||0.78||-6.39%||-0.56||51.35 %|
|Nifty Smallcap 100||-5.87%||19.55%||13.68%||0.57||-2.39%||-0.16||45.95 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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From the Founders & Managers of PMS
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#Returns as of 30 Apr 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 Dec 22.