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Nafa Asset Managers Pvt Ltd - Fund Manager

N Balaji Vaidyanath

N Balaji Vaidyanath

Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Crest Wealth. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Crest Wealth Management offers prospective investors a platform that rests on a solid footing.

Fund Name
Classification
Fund AUM (Cr.)
NAFA - Emerging Bluechip
Equity: Mid Cap
115.35
NAFA - Small Cap
Equity: Small Cap
37.89
NAFA CLEAN TECH PORTFOLIO
Equity: Mid Cap
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Greenpanel Industries Ltd7.29%
HDFC Bank Ltd.4.60%
Cash and Equivalents4.37%
Roto Pumps Ltd3.46%
Heritage Foods Ltd3.12%
Fund Name1M3M6M1Y3Y5YSince Inception
NAFA - Emerging Bluechip
1.4%
13.42%
18.65%
48.98%
32.57%
26.78%
17.69%
NAFA - Small Cap
0.83%
12.99%
14.86%
36.62%
29.44%
N/A
23.47%
NAFA CLEAN TECH PORTFOLIO
4.25%
22.73%
24.11%
58.58%
N/A
N/A
32.78%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History