Upside AI Multicap PMS is market cap agnostic but typically holds 85-90% mid and small caps. It will hold a diversified portfolio of ~15 to 20 companies and rebalance quarterly.
| 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 Flexicap | Multi Cap | Team Upside AI | 01 July 2019 | 5Y 5M | Nifty 500 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 | 12.72% | -41.77% | 59.46% | -29.05% | 0.53 | 15.26% | -2.12 | -1.97% | -0.12 | 51.35 % |
| Nifty 500 | 6.77% | -34.81% | -28.04% | 0.80 | -3.26% | -0.22 | 45.95 % | |||
| Nifty Midcap 100 | -3.03% | -23.73% | -26.76% | 0.80 | -6.19% | -0.44 | 37.84 % | |||
| Nifty Smallcap 100 | -4.63% | -10.81% | -15.44% | 0.58 | -2.61% | -0.15 | 35.14 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Which is the best company through which an investor can invest in Upside AI Multicap 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 30 Nov 2024. 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.
