N Balaji Vaidyanath
Managing Funds
2
AUM (₹ Cr)
419.93
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)
40.44
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
-13.41% |
-22.20% |
-15.54% |
5.99% |
11.51% |
March 2019 |
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NAFA - Emerging Bluechip
Equity: Mid Cap
AUMs (₹ Cr)
379.49
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Inception Date |
|---|---|---|---|---|---|
|
-12.46% |
-16.77% |
-5.31% |
13.28% |
15.86% |
March 2016 |
No Funds Found.
