Special 
| 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, 0 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 11.46% Bank 7.8% Capital Goods 10.94% Construction Materials 9.68% Finance 9.71% FMCG 13.46% | ||
| Stock Holdings | Care Ratings Ltd. 4.54% Greenpanel Industries Ltd 6.11% HDFC Bank Ltd 4.54% HDFC Bank Ltd. 4.72% Heritage Foods Ltd. 4.23% Mrs. Bectors Food Specialities Ltd 4.15% Precision Camshafts Ltd. 5.09% Roto Pumps Ltd. 4.29% |
| 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. |
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