N Balaji Vaidyanath
N Balaji Vaidyanath runs 3 strategies on our shelf at NAFA — graded on the same seven pillars as every other manager we track.
About N Balaji Vaidyanath
N Balaji Vaidyanath manages 3 strategies at NAFA and other houses, spanning 3 PMS. Across the strategies PMS Sahi Hai tracks, N oversees ₹486 Cr with an average Nyra Score of 5.1.
The tracked book spans 3 PMS strategies, and its strongest three-year run is +22.8% CAGR on NAFA CLEAN TECH PORTFOLIO. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so N's record can be read side by side against any other manager on the platform.
Investment philosophy — a growth discipline
Across the 3 strategies PMS Sahi Hai tracks, N's portfolios share a growth approach — here is the shape of it.
Growth at the core
Backs durable compounders with long runways, paying up for quality and visibility.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 10-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by N Balaji Vaidyanath
How N's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
NAFA - Emerging Bluechip Equity: Mid Cap · ₹445 Cr | -4.7% | +12.8% | +15.7% | +14.9% | — | 5.5 |
NAFA CLEAN TECH PORTFOLIO Equity: Mid Cap · ₹17 Cr | +10.7% | +22.8% | — | +23.6% | — | 5.3 |
NAFA - Small Cap Equity: Small Cap · ₹24 Cr | -8.8% | +7.7% | +12.6% | +15.9% | — | 4.5 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A solid manager worth a closer look.
N's tracked strategies average 5.1 on the Nyra scale across ₹486 Cr, primarily at NAFA. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
N Balaji Vaidyanath — FAQ
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Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with N Balaji Vaidyanath or NAFA. This is not investment advice.