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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
NAFA - Small Cap
Equity: Small Cap
NAFA CLEAN TECH PORTFOLIO
Equity: Mid Cap
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Greenpanel Industries Ltd
City Union Bank Ltd
CARE Ratings Ltd
KRBL Ltd
Intellect Design Arena Ltd
Fund Name1M3M6M1Y3Y5YSince Inception
NAFA - Emerging Bluechip
-1.1%
0.58%
0.85%
-2.31%
18.88%
25.42%
16.17%
NAFA - Small Cap
-2.94%
-2.06%
-2.49%
-5.79%
12.13%
20.56%
17.97%
NAFA CLEAN TECH PORTFOLIO
-0.64%
3.32%
0.47%
-5.91%
25.38%
N/A
23.52%
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History