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
Portfolio-8.8%-1.4%-1.7%19.0%56.3%25.1%12.2%-14.4%
BSE Midcap-5.2%-0.9%-6.3%6.4%39.7%15.3%9.6%-14.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Greenpanel Industries Ltd. 13.10
Astral Ltd. 7.90
Mindtree Ltd. 7.70
Apollo Tricoat Tubes Ltd. 6.80
Bajaj Finserv Ltd. 5.50
Top 5 Equity Holdings 41.00

Sector Allocation


Holding %
Chemicals 6.70
Capital Goods 7.30
Financial Services 7.80
Automobile & Ancillaries 10.30
Construction Materials 15.90

Market Cap Allocation


Allocations %
Large Cap 14.3
Mid Cap 20.1
Small Cap 62.6
Cash 0.0


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Disclaimer

#Returns as of 31 May 2022. 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.




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