NAFA Asset Managers Emerging Bluechip Portfolio seeks to invest in small and mid cap businesses with visionary management having potential to scale up and grow exponentially over a 5 to 7 year time frame.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -7.01% | 0.96 | 25.74% | 59.35% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| NAFA Asset Managers Pvt Ltd Emerging Bluechip Portfolio | 3.82% | 19.22% | -0.55% | -4.72% | -2.18% | 12.83% | 15.75% | 14.54% | 14.89% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | 13.92% | 14.95% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| NAFA Asset Managers Pvt Ltd Emerging Bluechip Portfolio | Mid Cap | Mr. N Balaji Vaidyanath | 01 March 2016 | 10Y 4M | 445.06 | S&P BSE 500 TRI | 14.89% | 33 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 25.53% | -26.25% | 59.35% | -0.72% | 1.42 | 25.74% | -0.36 | 2.91% | 0.23 | 54.47 % |
| Nifty 500 | 21.34% | -26.29% | -4.95% | 1.36 | 1.33% | 0.13 | 47.15 % | |||
| Nifty Midcap 100 | 13.22% | -26.3% | -13.08% | 1.15 | -2.29% | -0.25 | 43.09 % | |||
| Nifty Smallcap 100 | 19.33% | -26.34% | -7.01% | 0.96 | 0.71% | 0.06 | 48.78 % | |||
| BSE 500 | 21.80% | -26.27% | -4.47% | 1.37 | 1.44% | 0.14 | 47.15 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 4.61 |
| Mid Cap | 10.65 |
| Small Cap | 83.18 |
| Cash | 1.56 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
