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Nucleus "Equity" Multi-Cap Allocator

Waterfield Financial And Investment Advisors Private Limited

46.77 CR AUM

Nucleus "Equity" Multi-Cap Allocator

Nucleus "Equity" Multi-Cap Allocator

Waterfield Financial And Investment Advisors Private Limited

46.77 CR AUM

Nifty 50 TRI
Benchmark
3yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
1% if redeemed before 18 months
Exit Load
Nifty 50 TRI
Benchmark
3yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
1% if redeemed before 18 months
Exit Load
Fund manager

soumya ranjan

Fund Manager
EQUITYStrategies

Soumya is the Founder of Waterfield Advisors, India's largest independent Multi-Family Office and Wealth Advisory company, advising and managing assets of ~US$5bn and working with clients in the areas of global investments, succession planning and strategic philanthropy. Waterfield pioneered Registered Investment Advisory Services in India. A Mathematics major from St Stephen's College, Delhi and Balliol College, Oxford University, Soumya is recognized as one of India's top women in business and is listed in Fortune India's 100 Most Powerful Women 2025 and Forbes India's Women Trailblazers in 2021. Soumya serves as an Independent Director on the Private Equity backed boards of the listed Aavas Financiers and Vishal Mega Mart. She is a nominee on regulatory expert committees set up by the Securities Exchange Board of India (SEBI) for Registered Investment Advisors in India and the International Financial Services Centres Authority (IFSCA) at GIFT City, India for Funds Management. Soumya cares deeply about contributing back to the social sector and serves on the Boards of several non-profit organizations in the education and mental health space.

Soumya is the Founder of Waterfield Advisors, India's largest independent Multi-Family Office and Wealth Advisory company, advising and managing assets of ~US$5bn and working with clients in the areas of global investments, succession planning and strategic philanthropy. Waterfield pioneered Registered Investment Advisory Services in India. A Mathematics major from St Stephen's College, Delhi and Balliol College, Oxford University, Soumya is recognized as one of India's top women in business and is listed in Fortune India's 100 Most Powerful Women 2025 and Forbes India's Women Trailblazers in 2021. Soumya serves as an Independent Director on the Private Equity backed boards of the listed Aavas Financiers and Vishal Mega Mart. She is a nominee on regulatory expert committees set up by the Securities Exchange Board of India (SEBI) for Registered Investment Advisors in India and the International Financial Services Centres Authority (IFSCA) at GIFT City, India for Funds Management. Soumya cares deeply about contributing back to the social sector and serves on the Boards of several non-profit organizations in the education and mental health space.

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.

Investment Approach v/s Benchmark Metrics

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1M IA return
4.72%
1M benchmark return
7.49%
Alpha
-2.77%
1M Wealth multiple
1.05x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
4.72%
1M benchmark return
7.49%
Alpha
-2.77%
1M Wealth multiple
1.05x

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