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NAFA - Emerging Bluechip Portfolio
NAFA - Emerging Bluechip Portfolio

NAFA - Emerging Bluechip Portfolio

  • NAFA Asset Managers Pvt Ltd
  • Mid Cap
  • 4
    Out of 14*
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Portfolio age10 years, 5 months
0.9%
2.19%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.85%)
Allocation by Market Cap
Small Cap (83.37%)
Mid Cap (12.2%)
Large Cap (2.58%)
Sector Holdings
  • IT17.24%
  • FMCG10.15%
  • Construction Materials9.57%
  • Automobile & Ancillaries7.04%
  • Capital Goods6.7%
Stock Holdings
  • Amagi Media Labs Ltd.10.68%
  • Greenpanel Industries Ltd.7.11%
  • Care Ratings Ltd.6.25%
  • Cash & Cash Equivalents4.98%
  • Sona BLW Precision Forgings Ltd.4.73%

PORTFOLIO MANAGERS

Balaji Vaidyanath
  • Manager Rank12 Out of 20
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr10.41%
Profile

Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Nafa. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Nafa offers prospective investors a platform that rests on a solid footing.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
12 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
16 Out of 28
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
23 Out of 23
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
12 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

NAFA Asset Managers Pvt Ltd
NAFA Asset Managers Pvt Ltd manages assets worth Rs 564.92 crores. Its current offering of PMS schemes includes 2 Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

564.92 (As on Jun, 2026)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
12 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
16 Out of 28
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
23 Out of 23
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of NAFA - Emerging Bluechip Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in NAFA - Emerging Bluechip Portfolio ?
The fixed fee charged in NAFA - Emerging Bluechip Portfolio is 2.50%.
What is the variable fee charged in NAFA - Emerging Bluechip Portfolio ?
There is no option for Variable fee.
What is the profit sharing in NAFA - Emerging Bluechip Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in NAFA - Emerging Bluechip Portfolio ?
The minimum investment in NAFA - Emerging Bluechip Portfolio is ₹50 Lacs
What type of scheme is NAFA - Emerging Bluechip Portfolio?
NAFA - Emerging Bluechip Portfolio is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of NAFA - Emerging Bluechip Portfolio?
The inception date of NAFA - Emerging Bluechip Portfolio is Mar 01, 2016.
What is the exit load of NAFA - Emerging Bluechip Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.