COMPARE PMS SCHEMES| Category | Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 9 years, 11 months |
 Balaji Vaidyanath | |||
| 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. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile & Ancillaries 15.94% Capital Goods 9.26% Construction Materials 10.11% FMCG 9.37% Healthcare 9.28% | ||
| Stock Holdings | Care Ratings Ltd. 5.69% City Union Bank Ltd. 5.79% Greenpanel Industries Ltd. 7.9% Intellect Design Arena Ltd. 4.68% KRBL Ltd. 5.14% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
