Waterfield Financial And Investment Advisors Private Limited
Equity, Debt, Multi Asset, Hybrid · 9 investment approaches
Total AUM
₹625 Cr
Years Active
3.1
AUM Change (3M)
+12.2%
AUM Change (1Y)
+17.8%
Min Investment
₹50L
Schemes
9
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Nucleus "Multi-Asset" Lifestyle Maintainer | Multi Asset | ₹143 Cr | +0.69% | +16.76% | — | +14.85% | 1.21 |
Nucleus "Multi-Asset" Capital Compounder | Multi Asset | ₹366 Cr | +0.59% | +16.31% | — | +13.61% | 1.07 |
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR | Equity | ₹3 Cr | -1.39% | +10.25% | — | +4.89% | 0.17 |
Nucleus "Equity" Multi-Cap Allocator | Equity | ₹50 Cr | -2.66% | +8.02% | — | +12.01% | 0.51 |
Nucleus "Fixed Income" Accrual Portfolio | Debt | ₹2 Cr | -0.04% | +5.73% | — | +6.05% | -0.55 |
MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR | Equity | ₹6 Cr | -3.37% | +3.76% | — | -0.62% | -0.48 |
Nucleus "Multi-Asset" Purchasing Power Preserver | Multi Asset | ₹50 Cr | -0.87% | +0.00% | — | +19.71% | — |
NUCLEUS ALTERNATES | Hybrid | ₹5 Cr | +1.54% | — | — | +1.89% | — |
NUCLEUS YIELD OPTIMIZER | Debt | ₹1 Cr | +0.00% | — | — | +0.02% | — |