N Balaji Vaidyanath
Managing Funds
2
AUM (₹ Cr)
475.56
Overview
Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Crest Wealth. 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, Crest Wealth Management offers prospective investors a platform that rests on a solid footing.
Funds
Just Links
NAFA - Small Cap
Equity: Small Cap
AUMs (₹ Cr)
45.48
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
-2.40% |
-11.89% |
1.28% |
10.58% |
14.65% |
March 2019 |
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NAFA - Emerging Bluechip
Equity: Mid Cap
AUMs (₹ Cr)
430.08
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
-0.18% |
-6.33% |
12.26% |
18.14% |
19.14% |
March 2016 |
No Funds Found.
