COMPARE PMS SCHEMES| Category | Small 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 | 6 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 12.64% Bank 9.46% Construction Materials 14.82% Finance 11.35% FMCG 12.75% | ||
| Stock Holdings | Canara Robeco Asset Management Co Ltd. 8.5% City Union Bank Ltd. 6.44% Greenpanel Industries Ltd. 4.83% KRBL Ltd. 5.91% Rajratan Global Wire Ltd. 4.86% |
| 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. |
