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 Managers Pvt Ltd Emerging Bluechip Portfolio-2.27%-0.23%-4.20%-4.07%8.36%19.22%22.72%-15.76%
S&P BSE 500 TRI-0.24%5.02%1.63%7.63%11.64%16.40%16.82%-16.19%

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

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Disclaimer

#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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