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 | -0.18% | -6.87% | -6.33% | 12.26% | 5.71% | 18.14% | 19.14% | - | 14.92% |
| S&P BSE 500 TRI | 0.45% | -3.13% | 3.24% | 17.30% | 8.09% | 17.65% | 14.77% | - | 15.41% |
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 0M | 430.08 | S&P BSE 500 TRI | 14.92% | 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 | -12.31% | -2.29% | 61.02% | -14.60% | 1.16 | 19.54% | -0.40 | 2.36% | 0.19 | 55.08 % |
| Nifty 500 | -9.08% | -1.7% | -10.78% | 1.16 | 1.29% | 0.13 | 48.31 % | |||
| Nifty Midcap 100 | -8.58% | -1.26% | -9.84% | 0.93 | -1.66% | -0.18 | 44.07 % | |||
| Nifty Smallcap 100 | 1.72% | -0.19% | 1.53% | 0.75 | 1.53% | 0.13 | 49.15 % | |||
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 28th Feb 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.
