APMI

Nucleus "Equity" Multi-Cap Allocator

Investment Approach Details

₹183.47

(AUM CR)

PMS Provider Name

Waterfield Financial And Investment Advisors Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity,Plain Debt,Structured Debt,Others

Date Of Inception

14/02/2023

Age

2.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

1% if redeemed before 18 months

Purpose

Multi-cap allocator will be an aggressive all-equity portfolio with an objective of growing capital aggressively & beating a blended benchmark intended strategic market cap mix is 60% lc, 40% mc& indicative active/passive mix is 50% active & 50% passive.

Fund Manager Details


Soumya Ranjan Work Exp. NA Email ID pms@waterfieldadvisors.com Mobile No NA Details NA

Soumya Ranjan

Work Exp. NA

Email ID pms@waterfieldadvisors.com

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.00

1 Year Turnover

1.55