Wyridian Advisors Upside AI

Upside AI Top 250 Fund


Key Portfolio Attributes

Kanika Agarrwal

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
Portfolio5.2%7.8%9.0%2.6%21.8%---18.5%
Nifty 250 TRI5.21%10.43%9.86%8.79%32.48%---22.54%



QRC Report Card *




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

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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 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.




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