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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.5% | −5.6% | 0.0% |
| 3 Months | −10.8% | −3.6% | −7.2% |
| 6 Months | +15.7% | +8.1% | +7.7% |
| 1 Year | +0.5% | −2.3% | +2.8% |
|---|
| 2 Years | −4.6% | −3.9% | −0.6% |
|---|
| 3 Years (CAGR) | +13.9% | +9.2% | +4.7% |
|---|
| 4 Years (CAGR) | +19.1% | +11.2% | +7.8% |
|---|
| 5 Years (CAGR) | +19.6% | +8.9% | +10.7% |
|---|
| Since launch | +19.5% | +11.7% | +7.8% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 67-month window · Source: Computed from NAV history
Maximum drawdown: 27.3%
NAFA Asset Managers’s story and investment philosophy are on the NAFA Asset Managers firm page.
Balaji Vaidyanath
Fund managerDirector, Fund Manager, CEO & CIO
Balaji has over 16 years of experience in the Indian equity markets as an analyst and a portfolio manager.
KR Senthilnathan
Fund managerDirector, Co-Fund Manager
Senthil has over 10 years of experience in the domestic equity markets as a research analyst and an equity dealer.
Ameya Prabhu
Managing Director at NAFA Capital Advisors
Ameya is an entrepreneur and a writer based in Mumbai with varied interests in history, world politics, music and cricket.
Gaurav Bhalla
Director & Head- Product Distribution & Wealth Management
Gaurav is an MBA from École des Ponts Business School – France. He has two decades of experience in asset management companies & wealth firms.
Amol Polekar
Relationship Manager
Amol has over 10 years of experience in field of PMS.
Rajesh Patel
Operation Manager
Rajesh has over 14 years of experience in field of stock market.
Deepali More
Compliance Officer
Deepali is a qualified company secretary with expertise in compliance law
Gaurang Muni
Trader
Gaurang Muni is a Trader at NAFA Asset Managers Pvt Ltd. He has over 16 years of experience in equity markets.
Abinash S
Research Analyst
Abinash assists our research function by providing timely data and analysis to the fund managers. He has completed his graduation in B-Com, ACCA affiliate and is currently pursuing CFA L2.
Sidharth N
Research Associate
Sidharth assists our research function by providing timely data and analysis to the fund managers. He has completed his graduation in BA Economics, and is currently pursuing CFA L1.
Registration No
INP000006989
Fund Manager
Mr.Balaji Vaidyanath
Principal Officer
Mr.Balaji Vaidyanath
Inflow
₹0.33 Cr
Outflow
₹0.01 Cr
Net
₹0.32 Cr
Not reported — complaint data for this strategy isn't available yet.
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