Wyridian Advisors Upside AI

Upside AI Top 250 Fund


Key Attributes

Inception Date: 1 Jan 2020

Number of Stocks: 17

Fund Manager Name: Ms. Kanika Agarrwal

Fund Manager Experience:

Kanika is a co-founder in Upside AI. Before this, Kanika has spent nearly four years with Mayfield India, investing in early stage companies focusing on enterprise tech and consumer internet. And, before Mayfield, she worked with Credit Suisse in its investment banking team and EY as part of its 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

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.

Investment Strategy

Upside AI looks to marry age old value/ growth investing principles with new age artificial intelligence. We have built machine learning products that can make fundamentally sound investing decisions.

Upside AI’s algorithm teaches itself (a) what is a good company; and (b) what does the market consider a good company in current market conditions. Team at Upside AI then does manual checks on governance and integrity before creating the portfolio.

Upside AI Top 250 PMS focuses on the top 250 companies (large and mid-caps) in India by market cap and creates a diversified portfolio of ~10 to 25 companies. Upside AI Top 250 PMS builds a stable, long term (annual rebalance) portfolio of quality stocks.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio0.9%-2.1%-5.3%17.5%33.6%---18.8%
Nifty 250 TRI-0.2%-0.9%-1.6%21.7%41.0%---23.3%



Portfolio Holdings


Holding %
Balkrishna Industries Ltd 10.00
Solar Industries Ltd. 10.00
Tech Mahindra Ltd. 10.00
NIIT Tech. 10.00
Cadila Healthcare Ltd. 10.00
Top 5 Equity Holdings 50.00

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 80.0
Mid Cap 20.0
Small Cap 0.0
Cash 0.0

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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