Simple , Smart , Systematic
Investing made Simple, Smart, Systematic
Upside AI analyzes 50 million ideas to build a stock portfolio for you
22%
Since inception our flagship product, Upside Multicap has generated 22% annualized returns for our investors *
Our algorithms are more successful than the best human investors in the country. Leverage the power of technology to build your stock portfolio.
*As per SEBI return methodology; Annualized returns from July 2019 upto November 2021.
Upside AI vs Human Experts
Completely Calm Investing
We eliminate human bias, so our calls are not based on market panic or euphoria
Make Technology your Money Manager
Upside AI scans the entire stock market 50 million times discovering the best investment ideas for you
Focus on Fundamentals
Our algorithms intelligently learn how great companies are built by focusing on their business performance
We Evolve as Markets Change
We look for companies that are not only good businesses but also in-demand stocks
Pick your product and start investing
Upside Multicap
Invest in a basket of good quality stocks across the market
Large-caps, mid-caps, and small-caps
High risk
Upside 250
Invest in a basket from the top 250 stocks by market cap
Large-caps and mid-caps
Medium risk
How It Works?
Your Portfolio
After running 50 million iterations, the algorithms generate a portfolio of approx. 10-25 stocks for you
Safety Check
The Upside AI analysts then do manual checks on corporate governance to ensure that the companies are reporting financials accurately
Diversified Risk
Automatically diversifies your portfolio and lowers your risk. At investment, we do not invest more than 10% of your capital in any one stock or more than 35% of your portfolio in any one industry
Quarterly Rebalance
Your portfolio is optimized and rebalanced every quarter as companies publish their latest financial results
AI is the new Warren Buffett
We started Upside AI on the belief that technology will make better investing decisions than humans over the long term. This is because machines are unbiased, unemotional and unaffected by market euphoria and panic.
Our mission is to bring the most sophisticated investing technology to you and maximize your upside.
We are a SEBI registered portfolio manager and invest for domestic and foreign investors in Indian equities.
Investor Charter
As per SEBI guidelines, please see SEBI drafted Investor Charter for your reference