About Company
NAFA Asset Managers
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
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
NAFA Small Cap Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Nafa Asset Managers Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹51.59 | 7.16 | 24.16 | -1.70 | -8.84 | -4.84 | 7.70 | 12.54 | 12.63 | 15.90 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 14.53 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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 ₹1,400 crores, focusing on long-term wealth creation.
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