Upside AI Top 250 Fund

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.

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.