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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
Top Holdings - ConsoloidatedWts(%)
Greenpanel Industries Ltd7.92%
HDFC Bank Ltd5.44%
Cash and Equivalents4.55%
Mrs Bectors Food Specialities Ltd4.40%
Roto Pumps Ltd3.41%
Fund Name1M3M6M1Y3Y5YSince Inception
NAFA - Emerging Bluechip
4.43%
10.6%
23.05%
44.36%
33.33%
25.55%
17.69%
NAFA - Small Cap
4.81%
9.64%
18.33%
34.23%
29.73%
N/A
23.72%
NAFA CLEAN TECH PORTFOLIO
7.21%
13.06%
26.48%
54.32%
N/A
N/A
31.76%
Fund Performance