Wyridian Advisors Upside AI

Upside AI Top 250 Fund


Key Portfolio Attributes

Inception Date: 1 Jan 2020

Number of Stocks: 17

Portfolio Manager: Team Upside AI

About Upside AI:

Founded in 2017, Upside AI is a SEBI registered PMS and currently manages assets for both domestic and foreign investors across a suite of products. The Company uses proprietory machine learning algorithms and combines it with fundamental company-level data and macro data.

Upside AI was founded by Atanuu (IIT Bombay), Kanika (CA/CFA), and Nikhil (IIT Bombay) who come with over 30 years of combined experience in financial markets (both US and India) and AI/ML technology.

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
Portfolio-3.80%2.00%14.70%-0.10%10.90%---16.20%
Nifty 250 TRI-2.61%3.44%17.06%4.48%19.66%---20.06%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Atul 10.00
Kotak Bank 10.00
Cipla 10.00
Dr Reddy’s lab 8.00
Oberoi Realty 8.00
Top 5 Equity Holdings 46.00

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 60.00
Mid Cap 40.00
Small Cap 0.00
Cash 0.00


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of Upside AI PMS

What to expect from Upside AI’s Top 250 PMS?

Upside Top 250 focuses on the top 250 companies (large- and mid-caps) in India by market cap and suggests a diversified portfolio of ~10-25 companies; builds a stable, long term (annual rebalance) portfolio of quality stocks. Focuses on top 250 stocks by market cap (large and mid-cap). Target is to generate alpha while keeping risk at benchmark level.

Why should one invest in this PMS?

Upside AI was founded on the belief that technology will make better investing decisions than humans over the long term. This is because machines are unbiased, unemotional and unaffected by market euphoria and panic. At Upside AI, we leverage machine learning tools while staying true to fundamental investing principles.

Upside AI relies on proactive system-driven decisions vs. reactive human-driven decisions:

  • Dynamic machine learning model adapts to changing markets vs. Human/intuition driven decisions
  • No technical factors; no static filters (like PE etc.)
  • Systematic risk metrics built-in
  • Adapts investing style to changing markets – identifies different themes; for example buying chemical stocks in Mar-20 but switching to metals by Dec-20

Completely system driven decisions – no emotion, greed, fear, panic or human bias allows for generating superior returns while maintaining risks at market level.

 

Which is the best company through which an investor can invest in Upside AI Top 250 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.



Disclaimer

#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.




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