Nafa Asset Managers

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Nafa Asset Managers

Fund Snapshot

Year of Inception June 26, 2006
Number of Stocks 15-30
Investment Horizon 3-5 Years
Fund Managers KR Senthilnathan

Nafa Asset Managers

NAFA Asset Managers is part of NAFA Capital Advisors, an India-focused integrated financial services business with investments management and corporate consulting operations. NAFA Capital Advisors provides several financial products, advisory services, and asset management services under one roof. The NAFA Group’s asset management division includes a private equity fund, public equities and debt market investment management, and wealth management services with a variety of investment options. NAFA will also debut its Fintech Lending platform towards the end of 2020.

NAFA has an experienced staff who is well-versed in their fields of expertise and deep understanding. NAFA is uniquely positioned to improve profitability and enhance company growth with decades of combined financial sector experience and the group’s unrivalled network across industries.

Investment Philosophy

  • Strategic Capital Allocation: They apply effective capital allocation and risk management techniques to create risk-adjusted returns in your portfolio.
  • Focused on Growth Assets: They are interested in an expanding asset class in India, equities. They invest in good firms with significant growth potential in India, which is why they  are confident about Their returns.
  • Risk and Return Optimization: They  mploy sound investment methods together with a well-defined risk reduction mechanism to maximise return for Their investors.

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


How do I get more information about NAFA's Investment plan?

The NAFA Group is made up of a group of seasoned experts with extensive knowledge and understanding in their fields of expertise. With decades of combined financial sector experience and the group’s unrivaled network across  sectors, NAFA is uniquely positioned to improve profitability and promote company development.

How much capital does the NAFA Asset Managers have currently?

Nafa Asset Managers provide investment opportunities in a variety of sectors such as real estate, consulting, financial advice and more. They are the first AIF to provide services based on Islamic finance principles for projects within Morocco and North Africa

About Fund Managers



 Manager KR Senthilnathan

The NAFA Group is made up of a group of seasoned experts with extensive knowledge and understanding in their fields of expertise. With decades of combined financial sector experience and the group’s unrivaled network across sectors, NAFA is uniquely positioned to improve profitability and promote company development

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 Features

  • They  have a highly experienced management and talented team. They  have a pool of over 100 years of asset allocation expertise in Their staff.
  • Research and Reach: As a result of Their extensive experience, They  incorporate qualitative management evaluation into Their studies.
  • Successful Investment Strategies and Tools: They  employ effective investment techniques and exclusive tools that have been created and improved upon over the last 25 years.
  • Focus on Risk-Adjusted Return: They  are focused on generating superior risk-adjusted returns through Their Investment Management team’s approach, process, and robust risk management.

Investment Strategy

Their Strategy is to deliver outsized returns by constructing Benchmark Agnostic Concentrated portfolios of High-Quality stocks based on bottom-up stock picking grounded in fundamental research.

Basis of Selection of Securities: They  use a Bottom-up Investing Methodology based on Fundamental Research, which is then overlaid with a Top-Down macro viewpoint. They  screen equities against a Quantitative and Qualitative internal framework.  They  use metrics such as High Growth, High ROCE, High Cash Flow Conversion, and Low Leverage in quantitative screening. They  look at firms based on their Corporate Governance, Promoter Track Record, and Promoter Share Pledges in Quantitative screening.

Finally, They  employ a Valuation Process that mixes science and art to shortlist equities with high-profit potential and a low margin of safety.

Allocation Across Selection of Securities: Not more than 10% of the entire Scheme assets will be invested in a single stock, and not more than 35% in a single sector at the time of inception.

The Basis for Choice of Benchmark: The performance of a Scheme will be compared to a Benchmark Index that has been predetermined. A Benchmark appropriate to the Investment Style and Scheme Category in terms of Market Capitalization will be chosen, such as a Large Cap, Mid Cap, Small Cap, or Multi-Cap broad benchmark index. 

Indication Tenure of Investment Horizon: At least 3 to 5 years is required for an ideal investment horizon.

Risks Associated with the Investment Approach: They  use a concentrated portfolio strategy to produce higher returns, although these can also result in greater risk and volatility. They  employ a Buy and Hold investment strategy that may underperform the Benchmark in the short term or during periods of more significant uncertainty. Some Market Capitalization-based categories may underperform the broader market in the near to medium term.

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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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.