NAFA Asset Managers

NAFA Asset Managers Small Cap Portfolio


Key Portfolio Attributes

Inception Date: 11 March 2019

Number of Stocks: 28

Fund Manager Name: Mr. N Balaji Vaidyanath

Fund Manager Experience: 15 years

Fund Manager Qualification: MBA

Investment Objective

NAFA Asset Managers Small Cap Portfolio seeks to invest in small cap businesses with visionary management having potential to scale up and grow exponentially over a 5 to 7 year time frame.

Portfolio Strategy

Quality Management, ROCE greater than Cost of Capital, Growth at Reasonable Price.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.


Do Not Simply Invest, Make Informed Decisions

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