Waterfield Financial And Investment Advisors Private Limited

Equity, Debt, Multi Asset, Hybrid · 14 investment approaches

Total AUM

₹734 Cr

Years Active

3.7

AUM Change (3M)

+13.6%

AUM Change (1Y)

+36.0%

Min Investment

₹50L

Schemes

14

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Nucleus "Multi-Asset" Purchasing Power Preserver	Multi Asset	₹51 Cr	-1.94%	+5.51%	+0.00%	+14.40%	0.94
Nucleus "Multi-Asset" Lifestyle Maintainer	Multi Asset	₹147 Cr	-3.99%	+4.31%	+0.00%	+8.62%	0.11
Nucleus "Multi-Asset" Capital Compounder	Multi Asset	₹331 Cr	-3.62%	+4.23%	+11.11%	+10.49%	0.39
Nucleus "Fixed Income" Accrual Portfolio	Debt	₹2 Cr	+0.01%	+3.70%	+0.00%	+5.36%	-0.79
Nucleus "Equity" Multi-Cap Allocator	Equity	₹57 Cr	-4.79%	+2.17%	+9.42%	+9.33%	0.21
NUCLEUS ALTERNATES	Hybrid	₹23 Cr	-0.42%	+0.00%	-	+8.44%	-
NUCLEUS DYNAMIC DEBT	Debt	₹2 Cr	+0.89%	+0.00%	-	+4.93%	-
NUCLEUS YIELD ENHANCER	Debt	₹58 Cr	+0.75%	+0.00%	-	+5.02%	-
NUCLEUS YIELD OPTIMIZER	Debt	₹54 Cr	+0.15%	+0.00%	-	+3.77%	-
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR	Equity	₹3 Cr	-5.82%	-0.26%	-	+0.74%	-0.10
MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR	Equity	₹4 Cr	-5.62%	-7.78%	-	-2.06%	-0.53
NUCLEUS ACTIVE EQUITY ALLOCATOR	Equity	₹0 Cr	+0.00%	-	-	-2.34%	-
NUCLEUS INDIA EQUITY OPPORTUNITIES STRATEGY	Equity	₹1 Cr	+0.00%	-	-	-3.57%	-
NUCLEUS INDIA EQUITY STRATEGY	Equity	₹2 Cr	-6.19%	-	-	-2.48%	-

Nucleus "Multi-Asset" Purchasing Power Preserver

Nucleus "Multi-Asset" Lifestyle Maintainer

Nucleus "Multi-Asset" Capital Compounder

Nucleus "Fixed Income" Accrual Portfolio

Nucleus "Equity" Multi-Cap Allocator

NUCLEUS ALTERNATES

NUCLEUS DYNAMIC DEBT

NUCLEUS YIELD ENHANCER

NUCLEUS YIELD OPTIMIZER

MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR

MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR

NUCLEUS ACTIVE EQUITY ALLOCATOR

NUCLEUS INDIA EQUITY OPPORTUNITIES STRATEGY

NUCLEUS INDIA EQUITY STRATEGY