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) |
|---|---|---|---|
| -6.81% | 0.51 | 11.46% | 67.74% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.2% | 7.8% | 9.0% | 2.6% | 21.8% | - | - | - | 18.5% |
| Nifty 250 TRI | 5.21% | 10.43% | 9.86% | 8.79% | 32.48% | - | - | - | 22.54% |
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 | Kanika Agarrwal | 31 December 2019 | 2Y 8M | - | Nifty 250 TRI | 18.5% | 10 | 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 | -3.39% | -3.42% | 67.74% | -6.81% | 0.51 | 11.46% | -0.88 | 2.39% | 0.20 | 48.39 % |
| Nifty 500 | -5.15% | -0.65% | -5.80% | 0.68 | 0.39% | 0.04 | 48.39 % | |||
| Nifty Midcap 100 | -11.07% | 6.55% | -4.52% | 0.64 | -5.72% | -0.47 | 51.61 % | |||
| Nifty Smallcap 100 | -9.21% | 16.01% | 6.80% | 0.43 | -2.60% | -0.16 | 45.16 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| AIA Engineering | 10.00 |
| ACC | 10.00 |
| Torrent Power | 10.00 |
| Larsen & Toubro | 10.00 |
| Dr Reddy's Labs | 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 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Upside AI PMS
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 Aug 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 Jun 22.
