NAFA Asset Managers

NAFA Asset Managers Emerging Bluechip


Key Portfolio Attributes

Inception Date: 1 March 2016

Number of Stocks: 37

Fund Manager Name: Mr. N Balaji Vaidyanath

Fund Manager Experience: 15 years

Fund Manager Qualification: MBA

Investment Objective

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.

Portfolio Strategy

Quality Management, ROCE greater than Cost of Capital, Growth at Reasonable Price.

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 Emerging Bluechip2.31%-6.36%-15.41%-1.58%21.63%14.20%31.46%15.53%15.68%
BSE Midcap3.18%2.15%-2.77%5.70%21.01%15.14%23.66%14.04%16.19%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 13.88
Mid Cap 9.97
Small Cap 70.13
Cash 6.02

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.


Do Not Simply Invest, Make Informed Decisions

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