NAFA Small Cap Portfolio
NAFA Small Cap Portfolio is a Equity Portfolio Management Service launched by Nafa Asset Managers Private Limited on March 2019. Managed by NARAYANAN BALAJI VAIDYANATH, the fund holds ₹52 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 2.50%% fixed fee and Based on slap rate% performance fee. Trailing returns: -8.84% (1Y), 7.7% CAGR (3Y), 15.9% since inception. Performance data as of July 2026.
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NAFA Small Cap Portfolio
Nafa Asset Managers Private Limited
51.59 CR AUM
NAFA Small Cap Portfolio
Nafa Asset Managers Private Limited
51.59 CR AUM
BSE 500 TRI
Benchmark
7yr 4mo
Age
EQUITY
Strategy
2.50%
Fixed Fees
Based on slap rate
Variable Fees
1%
Exit Load
BSE 500 TRI
Benchmark
7yr 4mo
Age
EQUITY
Strategy
2.50%
Fixed Fees
Based on slap rate
Variable Fees
1%
Exit Load

narayanan balaji vaidyanath
Fund Manager
EQUITYStrategies
Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Nafa. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Nafa offers prospective investors a platform that rests on a solid footing.
What is this fund's investment objective?
Focus on growth stocks with scope for increased operating leverage.
How has NAFA Small Cap Portfolio performed?
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1M IA return
7.16%
1M benchmark return
1.73%
Alpha
5.43%
1M Wealth multiple
1.07x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
7.16%
1M benchmark return
1.73%
Alpha
5.43%
1M Wealth multiple
1.07x
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