Waterfield Financial And Investment Advisors Private Limited • Equity
Nucleus "Equity" Multi-Cap Allocator is an equity portfolio management service (PMS) strategy run by Waterfield Financial And Investment Advisors Private Limited, launched on 14 Feb 2023. As of 30 Sep 2026, it manages ₹56.56 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +2.17% over 1 year and +9.42% over 3 years (+9.33% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 3.36 percentage points ahead of its benchmark. Its 3-year return ranks 93rd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Soumya Ranjan.
Ranked nearby on 3-year return: PriceBridge Upswing (+9.59%), Emerging Titans (+9.55%), Narnolia Large Cap Fund (+9.34%), DB India Multicap Equities / Long-term capital growth (+9.28%).
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 | -4.79% |
| 3 Months | -1.71% |
| 1 Year | +2.17% |
| 3 Years | +9.42% |
| Since Inception | +9.33% |
| exit load | 1% if redeemed before 18 months |
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 callNucleus "Equity" Multi-Cap Allocator has a 1-year return of +2.17%, a 3-year return of +9.42% and +9.33% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Nucleus "Equity" Multi-Cap Allocator returned +9.42% against +6.06% for the Nifty 50 TRI, 3.36 percentage points ahead. Over 1 year it returned +2.17% against -7.93%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Nucleus "Equity" Multi-Cap Allocator's 3-year return of +9.42% ranks 93rd as of 30 Sep 2026.
Nucleus "Equity" Multi-Cap Allocator is managed by Soumya Ranjan at Waterfield Financial And Investment Advisors. The strategy manages ₹56.56 Cr of client assets as of 30 Sep 2026.
Nucleus "Equity" Multi-Cap Allocator manages ₹56.56 Cr of client assets as of 30 Sep 2026.
The fee structure for Nucleus "Equity" Multi-Cap Allocator includes: exit load: 1% if redeemed before 18 months.
The minimum investment for Nucleus "Equity" Multi-Cap Allocator is ₹50 Lakhs.
Nucleus "Equity" Multi-Cap Allocator was launched on 14 Feb 2023. It has a 3-year track record.
Description
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