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NAFA Small Cap Portfolio

NAFA Asset Managers

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

NAFA Asset Managers Small Cap Portfolio

Fund Snapshot

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

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.

Unique Feature

Investments focussed on Smallcap businesses with quality management

NAFA Small Cap Portfolio

Benchmark: BSE 500 TRI

Nafa Asset Managers Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance โ‚น40.44 -13.41 -20.82 -22.20 -15.54 -5.13 5.99 4.63 11.52 12.99
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 9.27 11.76 13.23
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Fund Manager

Mr. N Balaji Vaidyanath

Mr. N Balaji Vaidyanath

N Balaji Vaidyanath is the Chief Executive Officer, Chief Investment Officer, and Director at NAFA Asset Managers. With nearly two decades of experience in equity markets, he specializes in managing diverse investment strategies across bullish and bearish cycles. Before joining NAFA in 2016, he spent ten years at Sundaram Asset Management, progressing from a research analyst to a portfolio manager where he oversaw a 12-fold increase in asset base. His investment philosophy is defined by high-conviction ideas, lengthy holding periods, and low portfolio churn. Currently, he manages assets and advisory services exceeding โ‚น1,400 crores, focusing on long-term wealth creation.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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