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About Fund Manager

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.

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.

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.

Unique Feature

Investments focussed on Bluechips with quality management

 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.

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