Upside AI - Top 250 PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

Upside AI - Top 250

Fund size₹3 Cr

Alpha (3Y)−3.55%

IRRSince inception16.19%

Fund age3 yrs

Fund Manager

Kanika Agarrwal

Fund Manager, Upside AI

Kanika spent nearly four years with Mayfield India, investing in early stage companies focusing on enterprise tech and consumer internet. Before Mayfield, she worked with Credit Suisse in their investment banking team and EY as part of their tax & regulatory services practice. She is a Chartered Accountant (All India Rank 18), holds a CFA charter and a B.Com from Mumbai University.

Managing AUM₹40 Cr

Growth of₹Cr

Upside AI Top 250

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Upside AI Top 250	—	−0.12%	10.87%	—	—	16.19%
NIFTY Smallcap 250 Index	−11.66%	4.48%	19.66%	—	—	20.06%
Excess over benchmark	—	−4.60%	−8.79%	—	—	−3.87%

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.

Risk : What you take on to earn the return

Volatility

25.65%

Benchmark approx 29.62%

A standard deviation reflecting historical swings.

Sensitivity

0.75

Beta vs benchmark 1.00 · 25% less reactive

How strongly the scheme moves with the index.

Risk-reward

0.57

Sharpe

Excess return gained per unit of volatility.

Portfolio Details : Where the money actually sits

P/E ratio

33.51

P/B ratio

4.47

Dividend yield

0.64%

Avg market cap

₹68,000 Cr

Median market cap

₹70,513 Cr

Asset class

Equity

Sector allocation vs. benchmark

Asset weight by sector

Upside AINIFTY Smallcap 250 Index

Healthcare

20.00%

14.66%

Capital Goods

10.00%

12.53%

Construction

10.00%

3.22%

Services

10.00%

4.13%

As on 31 Dec 2022

Fees

VariablePlan A · Performance Linked

Fixed Management FeeNone

Performance Fee20% of profit

Hurdle RateAbove 8%

Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.

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