- Manager
- Waterfield Financial and Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Nucleus India Equity Strategy
₹2.48 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Waterfield Financial and Investment Advisors’ Nucleus India Equity Strategy managed ₹2.48 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹2.48 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.19% | −6.03% | −0.16% |
| 3 months | −4.17% | −4.91% | +0.74% |
| Since inception | −2.48% | −2.09% | −0.39% |
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 equity94.35%₹2.34 Cr
- Cash and other5.65%₹0.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹2.57 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Nucleus India Equity Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.19%; 3 months: −4.17%; Since inception: −2.48%.
How much does Nucleus India Equity Strategy manage?
₹2.48 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 Nucleus India Equity Strategy?
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.
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