- Manager
- Waterfield Financial and Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Market Leaders Portfolio-Large Cap Allocator
−7.78%
1-year return
Benchmark Nifty 50 TRI −7.93% · to 30 Sep 2026
Waterfield Financial and Investment Advisors’ Market Leaders Portfolio-Large Cap Allocator returned −7.78% over the year to 30 Sep 2026, against −7.93% for its benchmark, the Nifty 50 TRI. It managed ₹4.31 crore across its clients.
Key numbers
- AUM
- ₹4.31 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.26×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.62% | −6.03% | +0.41% |
| 3 months | −4.38% | −4.91% | +0.53% |
| 6 months | +6.98% | +2.13% | +4.85% |
| 1 year | −7.78% | −7.93% | +0.15% |
| 2 years | −9.93% | −5.29% | −4.64% |
| Since inception | −2.06% | +1.83% | −3.89% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.77%₹4.30 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹1.30 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 1.26×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Market Leaders Portfolio-Large Cap Allocator returned?
−7.78% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.62%; 3 months: −4.38%; 6 months: 6.98%; 1 year: −7.78%; 2 years: −9.93%; Since inception: −2.06%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.93% over the year, so the strategy was 0.15 percentage points ahead.
How much does Market Leaders Portfolio-Large Cap Allocator manage?
₹4.31 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Market Leaders Portfolio-Large Cap Allocator?
Waterfield Financial and Investment Advisors, a SEBI-registered portfolio manager (INP000007818), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app