N Balaji Vaidyanath

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

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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.