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 8M | Nifty 250 TRI | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -0.61% | -3.83% | 67.57% | -4.44% | 0.93 | 14.98% | -0.25 | 2.03% | 0.18 | 48.65 % |
| Nifty 500 | -2.76% | -0.37% | -3.13% | 0.93 | 0.10% | 0.01 | 45.95 % | |||
| Nifty Midcap 100 | -12.32% | 8.7% | -3.62% | 0.78 | -6.39% | -0.56 | 51.35 % | |||
| Nifty Smallcap 100 | -9.23% | 22.91% | 13.68% | 0.57 | -2.39% | -0.16 | 45.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Which is the best company through which an investor can invest in Upside AI Top 250 Fund?
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Disclaimer
#Returns as of 31 August 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.
