Nucleus "Equity" Multi-Cap Allocator
Nucleus "Equity" Multi-Cap Allocator is a Equity Portfolio Management Service launched by Waterfield Financial And Investment Advisors Private Limited on February 2023. Managed by Soumya Ranjan, the fund holds ₹55 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 1.16% (1Y), 10.88% since inception. Performance data as of July 2026.
Nucleus "Equity" Multi-Cap Allocator
54.65 CR AUM
Nucleus "Equity" Multi-Cap Allocator
54.65 CR AUM

soumya ranjan
What is this fund's investment objective?
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.
How has Nucleus "Equity" Multi-Cap Allocator performed?
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