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NAFA Asset Managers Pvt Ltd
NAFA Asset Managers Pvt Ltd

NAFA Asset Managers Pvt Ltd

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AUM ₹ 412.39 Cr (As on Feb, 2025)
No. of schemes 3
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About NAFA Asset Managers Pvt Ltd

NAFA Asset Managers Pvt Ltd manages assets worth Rs 412.39 crores. Its current offering of PMS schemes includes 1 Small Cap and 2 Mid Cap schemes.

Portfolio MANAGERS

Balaji Vaidyanath
Balaji Vaidyanath
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +1.31 %
Profile

Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Nafa. 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, Nafa offers prospective investors a platform that rests on a solid footing.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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NAFA - Small Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
5 Out of 24
Fixed Fee
2.50%
NAFA - Emerging Bluechip Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
18 Out of 23
Fixed Fee
2.50%
NAFA - Clean Tech Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
23 Out of 23
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
NAFA - Small Cap Portfolio
5Out of 3
-10.36%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
NAFA - Emerging Bluechip Portfolio
18Out of 3
-11.80%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
NAFA - Clean Tech Portfolio
23Out of 3
-19.30%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by NAFA Asset Managers Pvt Ltd ?
The total AUM managed by NAFA Asset Managers Pvt Ltd is ₹412.39 crores
What is the total number of schemes managed by NAFA Asset Managers Pvt Ltd ?
The total number of schemes managed by NAFA Asset Managers Pvt Ltd is 3
What is the best performing PMS scheme of NAFA Asset Managers Pvt Ltd in 1 year ?
The best performing PMS scheme of NAFA Asset Managers Pvt Ltd in 1 year is NAFA - Clean Tech Portfolio.
What is the best performing PMS scheme of NAFA Asset Managers Pvt Ltd in 3 years?
The best performing PMS scheme of NAFA Asset Managers Pvt Ltd in 3 years is NAFA - Clean Tech Portfolio
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