Upside AI - Top 250

EQUITY MULTI CAP

Focuses on the top 250 companies in India by market capitalization.

-0.12%

1Y annualised returns

+4.48%

Benchmark returns (NIFTY Smallcap 250 Index)

Launch date

31 Dec '19

Total AUM

₹3.00Cr

Min. investment

₹50,00,000

Benchmark

NIFTY Smallcap 250 Index

Portfolio analysis

Equity market cap split

Large Cap30.0%

Mid Cap20.0%

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