Waterfield Financial And Investment Advisors Private Limited
BSE 500 TRI
Equity
04/05/2026
4 Months
5000000
Upto 100cr-Upto 1% 101crs to 500crs- 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/101cr-500cr/501-1000crs/ 1000crs Respectively + 20% Performance-Linked
1% of the assets redeemed if the Redemption is carried out within the first year from the date of Investment. Subsequently the Exit Load shall be NIL
India Opportunities Strategy will predominantly be an equity-orientedportfolio with an objective of growing capital aggressively
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