NAFA Asset Managers Emerging Bluechip

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About Company

NAFA Asset Managers is a boutique Investment Management Company. They begin Their new career with the team bringing diverse experiences and skill sets and a strong dedication to innovative investment management. When They continue to achieve results for Their clients, They recognise that Their people, ideas, and values allow them to do what They do by nurturing a climate where Their team and clients’ close ties are fostered.
They are constantly breaking new ground, striving to find the best solutions for Their investors’ sustainable returns according to their objectives. They at NAFA Asset Managers try to build, strengthen, and enhance Their meaningful relationships with a solid dedication to Their key partners through regular contact. They shall strive for long-term development as They continue to change, employing the principle “They grow together with Their clients.”
Their AIF provides a wide range of investment opportunities such as real estate, Insurance, marketing & business process outsourcing (BPO), consulting, financial advice, the automobile sector and more. Nafa Asset Managers is the best investment company that provides AIF and Credit banking services to both private and public companies

Fund Snapshot

Year of Inception 2016
Number of Stocks 37
Investment Horizon Medium to Long Term
Fund Managers Mr. N Balaji Vaidyanath

SELECTION OF SECURITIES –   Our stock selection is based on the following criteria: strict bottom-up Investing Process -up Investing Process -up Investing Process -up overlaid with fundamental research an Excellent  -Macro view from the bottom. We examine stocks.  Against an internal structure that is both quantitative and qualitative. When it comes to quantitative screening,  We employ criteria like strong growth, high return on investment, high cash flow conversion, and cheap cost of capital leverage. In quantitative screening, we evaluate businesses based on their financial performance. Governance methods, promoter track records, and promoter share promises are all factors to consider. . Finally, we make use of a Valuation Methodology that entails To shortlist, a combination of science and art is used. equities that provide not simply a return on investment a tremendous potential for profit, and a sufficient margin of safety.

 SELECTION OF BENCHMARKS-     The performance of the scheme is compared to a pre-determined Benchmark Index. A suitable benchmark will be chosen that is compatible with the investing approach and market capitalization category of the scheme, i.e. a Large Cap, Mid Cap, Small Cap, or Multi-Cap particular Benchmark Index.

ASSOCIATED RISKS –   We use a focused portfolio technique to create larger returns, but this comes at the cost of increased risk and volatility in returns. In the near term or during periods of heightened volatility, our Buy and Hold strategy may underperform the Benchmark. In the short to medium term, several Market Capitalization-based categories may underperform the overall market.

About Fund Managers

Mr N Balaji Vaidyanath

Mr. N Balaji Vaidyanath, the fund manager of NAFA Asset Managers Emerging Bluechip has 15 years of experience.

Gayatri Sethuraman  (Director ) –

Gayatri has worked in multi-national and startup companies for over 7 years. She was formerly a co-founder of Dabbadoo, a subscription-based healthy daily food service for school-aged children that was the first of its type. Gayatri possesses a CFA Charter and a Post-Graduate Diploma in Finance from Pune’s Symbiosis Institute of Business Management.

 Balaji  VAIDYANATH ( Director, CEO & CIO ) –

Balaji is in charge of NAFA’s business and investment responsibilities. He has more than 15 years of expertise in the stock market. He had a remarkable track record as a fund manager at Sundaram Asset Management, where he consistently outperformed the portfolio benchmarks by over 100% across six different strategies until he ceded command.

Unique Feature

 Investments focussed on Bluechips with quality management

Investment Philosophy

  • The investment team of NAFA Asset Managers Emerging Bluechip believes in Quality Control, Return on Capital Employed (ROCE) greater than Cost of Capital, and Growth at a Fair Cost
  • NAFA Asset Managers invest in small and mid-cap companies with efficient management that have the ability to scale up and expand exponentially over a 5 to 7 year period. 
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI


Mid Cap
Strategy 4.43 10.60 23.05 44.36 20.84 33.33 25.55 NA 17.69
BSE MID CAP 8.03 12.35 18.51 26.55 15.14 20.40 17.62 NA 17.20


Small Cap
Strategy 4.81 9.64 18.33 34.23 17.71 29.73 NA NA 23.72
BSE 500 INDEX 8.03 12.35 18.51 26.55 15.14 20.40 NA NA 17.92

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For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.