Upside AI Top 250

• Wyca Top 250 focuses on India’s top 250 companies by market capitalization. It will have a 15-20 business diversified portfolio that will be rebalanced annually.
• The Portfolio Manager then scans and analyses the securities in the portfolio on a qualitative basis.

Products across the risk-return spectrum –

Upside Navigator – Asset allocation across equities, debt, and gold is determined using macro signals.

Target long-term returns of 12-15 percent with very minimal volatility and drawdowns.

Upside 250 – Focuses on the top 250 stocks in terms of market capitalization (big and mid-cap). Above the long term, aim for a 5% alpha over the benchmark.

Upside Multicap – Market cap agnostic flexicap product with a large allocation to small-caps

Target a long-term alpha of 10% to 15% over the benchmark.

Framework –

Use macros to quantify market circumstances.

Find the best asset combination for you.

Returns in the mid-teens with moderate volatility and drawdowns

Upside 250: 1.5% management fee + 10% profit share (10% hurdle)   2.0% management fee (no profit share)

Upside Navigator: 1.0% management fee (no profit share)