Small Cap Portfolio

At Nafa, Mr. Vaidyanath serves as the Chief Executive Officer and Chief Investment Officer. He possesses over ten years of experience in the equity markets, initially as a research analyst and subsequently as a portfolio manager at Sundaram Asset Management. His tenure of nearly seven years as a fund manager at Sundaram Portfolio Managers demonstrated a notable track record across six distinct investment strategies. He achieved consistent outperformance relative to portfolio benchmarks, exceeding them by over 100% across strategies until December 2015, at which point he transitioned from these responsibilities. A significant strength is his demonstrated capacity to maintain a substantial lead over the broader market during periods of market downturns. During his oversight, Sundaram Portfolio Managers experienced a twelve-fold increase in assets under management, reaching ₹1300 Crores, a period characterized by fluctuating market cycles, including both bullish and bearish phases, and elevated volatility. His fund management philosophy is characterized by high conviction, extended holding periods, low portfolio turnover, and a strategic allocation to cash. With Mr. Vaidyanath at the helm as CEO and CIO, Nafa provides potential investors with an investment platform built on a robust foundation.