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) |
|---|---|---|---|
| 1.53% | 0.75 | 19.54% | 61.02% |
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 | -4.53% | -7.72% | -9.07% | -0.85% | 5.13% | 18.08% | 20.83% | - | 15.07% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | 16.40% | 16.44% | 15.64% |
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 | 9Y 11M | 429.12 | S&P BSE 500 TRI | 15.07% | 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 | -13.19% | -1.41% | 61.02% | -14.60% | 1.16 | 19.54% | -0.40 | 2.36% | 0.19 | 55.08 % |
| Nifty 500 | -9.37% | -1.41% | -10.78% | 1.16 | 1.29% | 0.13 | 48.31 % | |||
| Nifty Midcap 100 | -8.42% | -1.42% | -9.84% | 0.93 | -1.66% | -0.18 | 44.07 % | |||
| Nifty Smallcap 100 | 2.94% | -1.41% | 1.53% | 0.75 | 1.53% | 0.13 | 49.15 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Greenpanel Industries Ltd | 7.90 |
| City Union Bank Ltd | 5.79 |
| CARE Ratings Ltd | 5.69 |
| KRBL Ltd | 5.14 |
| Intellect Design Arena Ltd | 4.68 |
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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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 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 Dec 25.
