Waterfield Financial And Investment Advisors PMS strategies
Waterfield Financial And Investment Advisors runs 14 portfolio management strategies listed with APMI, managing ₹699 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Nucleus "Multi-Asset" Capital Compounder | Multi Asset | — | ₹366 Cr | — | — | — | ₹50 Lakhs | — |
| Nucleus "Multi-Asset" Lifestyle Maintainer | Multi Asset | — | ₹146 Cr | — | — | — | ₹50 Lakhs | — |
| Nucleus "Equity" Multi-Cap Allocator | Equity | Soumya Ranjan | ₹57.56 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Nucleus Yield Enhancer | Debt | — | ₹51.53 Cr | — | — | — | ₹50 Lakhs | — |
| Nucleus "Multi-Asset" Purchasing Power Preserver | Multi Asset | — | ₹50 Cr | — | — | — | ₹50 Lakhs | — |
| Nucleus Alternates | Hybrid | — | ₹12.28 Cr | — | — | — | ₹50 Lakhs | — |
| Market Leaders Portfolio - Large Cap Allocator | Equity | Soumya Ranjan | ₹4.57 Cr | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR | Equity | Soumya Ranjan | ₹3.19 Cr | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| Nucleus Yield Optimizer | Debt | — | ₹2.66 Cr | — | — | — | ₹50 Lakhs | — |
| Nucleus India Equity Strategy | — | Arun Prakash | ₹2.64 Cr | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| Nucleus "Fixed Income" Accrual Portfolio | Debt | — | ₹1.64 Cr | — | — | — | ₹50 Lakhs | — |
| Nucleus Dynamic Debt | Debt | — | ₹1.52 Cr | — | — | — | ₹50 Lakhs | — |
| Nucleus Active Equity Allocator | — | Arun Prakash | — | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| Nucleus India Equity Opportunities Strategy | — | Arun Prakash | — | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS