NUCLEUS ALTERNATES PORTFOLIO

Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.

As of Aug_20269 months filedBM: Nifty 50 Hybrid Composite Debt 50:50 IndexBM: NIFTY50TRIBM: NIFTY50HYBRID50-50

Strategy page

Question 2

Where do WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited returns come from?

Accepted Answer

Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. Know Your PMS does not invent zeros for unfiled months. Latest available filing month on Know Your PMS is Aug_2026.

Question 3

How many WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited strategies are listed?

Accepted Answer

13 strategies are currently listed for this PMS provider on Know Your PMS.

Question 4

How do I compare a WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited PMS with others?

Accepted Answer

Open a WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a pack. Know Your PMS is research only.

	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	YTD
2026	1.54%	0.73%	-2.00%	2.72%	0.24%	1.87%	2.11%	1.08%	–	–	–	–	8.52%
2025	–	–	–	–	–	–	–	–	–	–	–	0.25%	0.25%

NUCLEUS ALTERNATES PORTFOLIO

Monthly returns

Worst drawdown episodes

Consistency (monthly)