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NAFA - Emerging Bluechip Portfolio
NAFA - Emerging Bluechip Portfolio

NAFA - Emerging Bluechip Portfolio

  • NAFA Asset Managers Pvt Ltd
  • Mid Cap
  • 1
    Out of 16*
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Portfolio age9 years, 7 months
-3.11%
-1.75%
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

bt_logoTRAILING PERFORMANCE

(As on 31/08/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (7.26%)
Allocation by Market Cap
Small Cap (77.4%)
Mid Cap (8.5%)
Large Cap (6.83%)
Sector Holdings
  • Capital Goods13.52%
  • FMCG11.57%
  • Bank10.76%
  • Healthcare10.53%
  • Automobile & Ancillaries8.78%
Stock Holdings
  • Cash & Cash Equivalents7.26%
  • KRBL Ltd.5.5%
  • Care Ratings Ltd.5.36%
  • Hitachi Energy India Ltd.5.16%
  • HDFC Bank Ltd.5.05%

bt_logoPORTFOLIO MANAGERS

Balaji Vaidyanath
  • Manager Rank6 Out of 19
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-7.58%
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
9 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
12 Out of 28
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
13 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 22
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

NAFA Asset Managers Pvt Ltd
NAFA Asset Managers Pvt Ltd manages assets worth Rs 514.22 crores. Its current offering of PMS schemes includes 2 Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

514.22 (As on Aug, 2025)

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
9 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
12 Out of 28
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.