IA Insight Report
IA Insight REPORT

NUCLEUS INDIA EQUITY STRATEGY

Investment Approach Details

₹2.10

(AUM CR)
   

Waterfield Financial And Investment Advisors Private Limited

Nifty 50 TRI

Equity

Equity

04/05/2026

3 Months

5000000

Upto 100cr-Upto 1% 101crs-500crs-Upto 0.8% 501crs-1000crs-Upto 0.50% More than 1000crs-Upto 0.40%

Upto 0.50%/0.40%/0.30%/0.20% (for less than equal to 100crs/101-500crs/501-1000crs/ 1000cr 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 Equity Strategy will predominantly be an equity-oriented
portfolio with an objective of growing capital aggressively

Fund Manager Details

Arun Prakash

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/07/2026

0.06

NA