Nafa Asset Managers Private Limited • Equity
NAFA Wealth Builder Portfolio is an equity portfolio management service (PMS) strategy run by Nafa Asset Managers Private Limited, launched on 30 Dec 2015. As of 30 Sep 2026, it manages ₹12.97 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -9.13% over 1 year, +1.65% over 3 years and +5.11% over 5 years (+8.11% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 7.55 percentage points behind of its benchmark. Its 3-year return ranks 455th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by NARAYANAN BALAJI VAIDYANATH.
Ranked nearby on 3-year return: Mojo Power (+1.73%), Suniop (+1.69%), Kunvarji Finstock Private Limited (+1.56%), Sanctum FinEdge (+1.40%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.91% |
| 3 Months | -5.66% |
| 1 Year | -9.13% |
| 3 Years | +1.65% |
| 5 Years | +5.11% |
| Since Inception | +8.11% |
| management fee | Fixed Fees: 2.50% |
| performance fee | Variable Fees: Based on slap rate |
| exit load | 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callNAFA Wealth Builder Portfolio has a 1-year return of -9.13%, a 3-year return of +1.65%, a 5-year return of +5.11% and +8.11% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, NAFA Wealth Builder Portfolio returned +5.11% against +8.91% for the BSE 500 TRI, 3.80 percentage points behind. Over 3 years it returned +1.65% against +9.20%; Over 1 year it returned -9.13% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, NAFA Wealth Builder Portfolio's 3-year return of +1.65% ranks 455th as of 30 Sep 2026.
NAFA Wealth Builder Portfolio is managed by NARAYANAN BALAJI VAIDYANATH at Nafa Asset Managers. The strategy manages ₹12.97 Cr of client assets as of 30 Sep 2026.
NAFA Wealth Builder Portfolio manages ₹12.97 Cr of client assets as of 30 Sep 2026.
The fee structure for NAFA Wealth Builder Portfolio includes: management fee: Fixed Fees: 2.50%; performance fee: Variable Fees: Based on slap rate; exit load: 1%.
The minimum investment for NAFA Wealth Builder Portfolio is ₹50 Lakhs.
NAFA Wealth Builder Portfolio was launched on 30 Dec 2015. It has a 10-year track record.
Description
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