Waterfield Financial And Investment Advisors Private Limited

Equity, Debt, Multi Asset, Hybrid · 11 investment approaches

Total AUM

₹630 Cr

Years Active

3.2

AUM Change (3M)

+2.7%

AUM Change (1Y)

+2.7%

Min Investment

₹50L

Schemes

11

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Nucleus "Multi-Asset" Purchasing Power Preserver	Multi Asset	₹48 Cr	-4.15%	+16.17%	+0.00%	+15.72%	1.01
Nucleus "Multi-Asset" Lifestyle Maintainer	Multi Asset	₹136 Cr	-7.48%	+7.67%	+0.00%	+6.98%	-0.08
Nucleus "Multi-Asset" Capital Compounder	Multi Asset	₹324 Cr	-7.93%	+7.03%	+0.00%	+9.63%	0.31
Nucleus "Fixed Income" Accrual Portfolio	Debt	₹2 Cr	-0.84%	+4.35%	+0.00%	+5.39%	-0.84
Nucleus "Equity" Multi-Cap Allocator	Equity	₹43 Cr	-6.48%	+1.01%	+0.00%	+8.57%	0.13
MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR	Equity	₹3 Cr	-9.14%	-0.36%	-	-5.82%	-0.43
MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR	Equity	₹5 Cr	-10.88%	-6.20%	-	-5.93%	-0.73
NUCLEUS ALTERNATES	Hybrid	₹12 Cr	-2.00%	-	-	+0.59%	-
NUCLEUS DYNAMIC DEBT	Debt	₹2 Cr	+0.00%	-	-	-0.07%	-
NUCLEUS YIELD ENHANCER	Debt	₹51 Cr	+0.00%	-	-	+0.32%	-
NUCLEUS YIELD OPTIMIZER	Debt	₹3 Cr	+0.00%	-	-	+0.46%	-

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

MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR

MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR

NUCLEUS ALTERNATES

NUCLEUS DYNAMIC DEBT

NUCLEUS YIELD ENHANCER

NUCLEUS YIELD OPTIMIZER