Waterfield Financial And Investment Advisors Private Limited • Equity
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR is an equity portfolio management service (PMS) strategy run by Waterfield Financial And Investment Advisors Private Limited, launched on 29 Mar 2024. As of 30 Sep 2026, it manages ₹3 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.26% over 1 year (+0.74% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 2.07 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Soumya Ranjan.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.82% |
| 3 Months | -2.66% |
| 1 Year | -0.26% |
| Since Inception | +0.74% |
| management fee | Fixed Fees: Upto 1cr - 1% Above 1cr - 0.75% |
| performance fee | Variable Fees: Upto 1cr - 0.50% + 20% above benchmark performance Above 1cr - 0.35% + 15% above benchmark performance |
| exit load | 1st year - 1% subsequently no exit load will be charged. |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callMULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR has a 1-year return of -0.26% and +0.74% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR returned -0.26% against -2.33% for the BSE 500 TRI, 2.07 percentage points ahead. Figures as of 30 Sep 2026.
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR is managed by Soumya Ranjan at Waterfield Financial And Investment Advisors. The strategy manages ₹3 Cr of client assets as of 30 Sep 2026.
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR manages ₹3 Cr of client assets as of 30 Sep 2026.
The fee structure for MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR includes: management fee: Fixed Fees: Upto 1cr - 1% Above 1cr - 0.75%; performance fee: Variable Fees: Upto 1cr - 0.50% + 20% above benchmark performance Above 1cr - 0.35% + 15% above benchmark performance; exit load: 1st year - 1% subsequently no exit load will be charged.
The minimum investment for MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR is ₹50 Lakhs.
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR was launched on 29 Mar 2024. It has a 2-year track record.
Description
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