PMS · Debt · Debt
Upside AI - Navigator
Fund size₹7 Cr
IRRSince inception2.65%
1Y return2.16%
Fund age12 mo
Fund Manager
Team Upside AI
Team Upside AI
Fund Manager, PMS, Upside AI
Team Upside AI
Managing AUM₹7 Cr
Growth of₹Cr
Upside AI Navigator
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Upside AI Navigator—2.16%———2.65%
Nifty 500−8.38%4.52%———3.90%
Excess over benchmark—−2.36%———−1.25%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2022.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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