Waterfield Financial And Investment Advisors Private Limited

Equity, Debt, Multi Asset, Hybrid · 12 investment approaches

Total AUM

₹678 Cr

Years Active

3.6

AUM Change (3M)

+10.4%

AUM Change (1Y)

+30.0%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Nucleus "Multi-Asset" Lifestyle Maintainer	Multi Asset	₹153 Cr	+1.25%	+11.27%	+0.00%	+11.55%	0.44
Nucleus "Multi-Asset" Purchasing Power Preserver	Multi Asset	₹52 Cr	+0.35%	+10.93%	+0.00%	+16.85%	1.31
Nucleus "Multi-Asset" Capital Compounder	Multi Asset	₹324 Cr	+1.42%	+10.78%	+12.39%	+11.03%	0.59
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR	Equity	₹3 Cr	-0.19%	+8.30%	-	+4.38%	0.17
Nucleus "Equity" Multi-Cap Allocator	Equity	₹58 Cr	+0.88%	+8.25%	+0.00%	+11.41%	0.43
Nucleus "Fixed Income" Accrual Portfolio	Debt	₹2 Cr	-0.15%	+4.16%	+0.00%	+5.58%	-0.68
MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR	Equity	₹5 Cr	-1.44%	-0.06%	-	+0.29%	-0.40
NUCLEUS ALTERNATES	Hybrid	₹21 Cr	+1.08%	-	-	+8.89%	-
NUCLEUS DYNAMIC DEBT	Debt	₹2 Cr	+1.04%	-	-	+4.01%	-
NUCLEUS INDIA EQUITY STRATEGY	Equity	₹3 Cr	-1.12%	-	-	+3.96%	-
NUCLEUS YIELD ENHANCER	Debt	₹53 Cr	+0.78%	-	-	+4.24%	-
NUCLEUS YIELD OPTIMIZER	Debt	₹4 Cr	+0.55%	-	-	+3.61%	-

Nucleus "Multi-Asset" Lifestyle Maintainer

Nucleus "Multi-Asset" Purchasing Power Preserver

Nucleus "Multi-Asset" Capital Compounder

MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR

Nucleus "Equity" Multi-Cap Allocator

Nucleus "Fixed Income" Accrual Portfolio

MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR

NUCLEUS ALTERNATES

NUCLEUS DYNAMIC DEBT

NUCLEUS INDIA EQUITY STRATEGY

NUCLEUS YIELD ENHANCER

NUCLEUS YIELD OPTIMIZER