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) |
|---|---|---|---|
| 0.22% | 0.81 | 19.00% | 59.5% |
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 | 18.54% | 3.57% | -4.43% | 9.71% | 3.92% | 17.54% | 17.97% | - | 15.09% |
| S&P BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.67% | 14.94% | 13.88% | - | 15.04% |
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 2M | 452.7 | S&P BSE 500 TRI | 15.09% | 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 | 17.38% | -17.65% | 59.5% | -0.27% | 0.98 | 19.00% | -0.47 | 1.98% | 0.16 | 54.55 % |
| Nifty 500 | 16.00% | -17.52% | -1.52% | 1.00 | 0.89% | 0.09 | 47.11 % | |||
| Nifty Midcap 100 | 8.45% | -17.63% | -9.18% | 0.97 | -2.29% | -0.25 | 42.98 % | |||
| Nifty Smallcap 100 | 17.45% | -17.23% | 0.22% | 0.81 | 1.14% | 0.10 | 48.76 % | |||
| BSE 500 | 16.36% | -17.52% | -1.16% | 1.01 | 0.97% | 0.10 | 47.11 % | |||
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 April 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 Mar 26.
