Upside AI - Flexicap

EQUITY MULTI CAP

Upside AI looks to marry traditional value/ growth investing principles with new age artificial intelligence. We have therefore built machine learning products that can make fundamentally sound investing decisions. Wyca’s algorithm teaches itself (a) what is a "good" company; and (b) what does the market consider a “good” company in current market conditions.

-21.47%

1Y annualised returns

+6.68%

Benchmark returns (NIFTY 500 Index)

Launch date

01 Jul '19

Total AUM

₹36.55Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 500 Index

Portfolio analysis

Equity market cap split

Large Cap20.3%

Small Cap19.6%

Mid Cap10.2%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

PMS management

KA
Kanika Agarrwal
Chartered Accountant & CFA Charterholder
View details

About

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.

Experience

Nearly four years of experience in early-stage venture investing.

Investment philosophy

Early-stage investing in enterprise tech and consumer internet.

Previously worked at