Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Upside AI.

No. of complaints as per SEBI guidelines

At the beginning of the month

Received during the month

Resolved during the month

Pending at the end of the month

Reasons for pendency

Managed by

Upside AI

SEBI Registered

INP000005953

Experience

10+years

Investment Strategy

Quantitative

Fundamental

“The investor’s chief problem – and even his worst enemy – is likely to be himself.” – Benjamin Graham. We started Upside AI in 2017 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. At Upside AI, we leverage machine learning tools while staying true to fundamental investing principles. We are bridging the gap between active and passive investing to deliver alpha over human/active investing with the consistency of passive investing. Our mission is to bring the most sophisticated investing technology to you and maximize your upside. We are a SEBI registered portfolio manager and currently manage assets for both domestic and foreign investors.

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AI is the New Warren Buffett

Get started in

3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio & get access to the constituent stocks & weights.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Upside Multicap: Invest in a basket of high quality large, mid and small caps picked by a fundamentals-based AI., Upside 250: Invest in a basket of high quality large and mid caps picked by a fundamentals-based AI.,

What is their investment philosophy?

We started Upside AI in 2017 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. Upside AI vs Human Experts: 1. AI is the new Warren Buffett – Upside AI scans the entire stock market 50 million times discovering the best investment ideas for you 2. Focus on Fundamentals – Our algorithms intelligently learn how great companies are built by focusing on their business performance 3. Completely Calm Investing – We eliminate human bias, so our calls are not based on market panic or euphoria 4. We Evolve as Markets Change – We look for companies that are not only good businesses but also in-demand stocks

What is a smallcase?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Upside AI. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Upside AI decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Upside AI's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.