Waterfield Financial And Investment Advisors Private Limited — PMS strategies
Waterfield Financial And Investment Advisors Private Limited is a SEBI-registered portfolio manager running 17 strategies in our tracker, holding ₹1,028 Cr in aggregate AUM across the 16 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 17 strategies from Waterfield Financial And Investment Advisors Private Limited
- Nucleus "Multi-Asset" Capital CompounderHybrid₹307 CrAUM11.9%3Y
- WFIA PARTNER BESPOKEHybrid₹230 CrAUM—3Y
- Nucleus "Multi-Asset" Lifestyle MaintainerHybrid₹147 CrAUM0.0%3Y
- WFIA PARTNER FIXED INCOMEHybrid₹105 CrAUM—3Y
- Nucleus "Equity" Multi-Cap Allocator₹55 CrAUM0.0%3Y
- NUCLEUS YIELD ENHANCERHybrid₹52 CrAUM—3Y
- Nucleus "Multi-Asset" Purchasing Power PreserverHybrid₹51 CrAUM0.0%3Y
- WFIA PARTNER EQUITY₹25 CrAUM—3Y
- WFIA PARTNER MULTI-ASSETHybrid₹22 CrAUM—3Y
- NUCLEUS ALTERNATESHybrid₹16 CrAUM—3Y
- MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR₹5 CrAUM—3Y
- NUCLEUS YIELD OPTIMIZERHybrid₹4 CrAUM—3Y
- MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR₹4 CrAUM—3Y
- NUCLEUS INDIA EQUITY STRATEGY₹2 CrAUM—3Y
- Nucleus "Fixed Income" Accrual PortfolioHybrid₹2 CrAUM0.0%3Y
- NUCLEUS DYNAMIC DEBTHybrid₹2 CrAUM—3Y
- WFIA PARTNER YIELD ENHANCERHybrid—AUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.