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NAFA Asset Managers Small Cap Portfolio

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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 2019
Number of Stocks 28
Investment Horizon Medium to Long Term
Fund Managers Mr. N Balaji Vaidyanath

OBJECTIVE & STRATEGY –  To generate greater returns, we adopt a targeted portfolio method, however, this comes at the cost of increased risk and volatility in returns. Our Buy and Hold strategy may underperform the Benchmark in the short term or during periods of high volatility. Several Market Capitalization-based categories may underperform the broader market in the short to medium term. invests in developing market leaders and makes active sector, stock, and cash pick to generate outperformance. To achieve outperformance, it invests in growing market leaders and makes active sector, stock, and cash decisions. Follow a strategy that focuses on investing in high-quality growth stocks with a high return on investment (ROI) and minimal leverage.

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 Smallcap businesses 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. 

Book a call with our experts

For any queries, contact us on Mobile: +91 836 858 6435, Landline: 02040068995,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.