IA Insight Report
IA Insight REPORT

NUCLEUS ACTIVE EQUITY ALLOCATOR

Investment Approach Details

₹0.00

(AUM CR)
   

Waterfield Financial And Investment Advisors Private Limited

BSE 500 TRI

Equity

Equity

04/05/2026

4 Months

5000000

Upto 100 cr- Upto 1% 101crs to 500 crs upto 0.80% 501crs to 1000crs -Upto 0.50% More than 1000crs-Upto 0.40%

Upto 0.50%/0.40%/0.30%,0.20% for less than equal to 100 cr/101-500cr/501cr-1000cr/ 1000 cr respectively + 20% performance-Linked

1% of the assets redeemed if the redemption is carried out within 1st year from the date of Investment. Subsequently the exit load shall be NIL

   

The portfolio will predominantly be portfolio of active mutual funds with
an objective of growing capital aggressively

Fund Manager Details

Arun Prakash

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NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details

No Records Found.