Emerging Bluechip Portfolio

NAFA Asset Managers Pvt Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 March 2016
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

Quality Management, ROCE greater than Cost of Capital, Growth at Reasonable Price

Investment Objective

NAFA 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.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.27% -0.24% -2.03%
3 MONTHS -0.23% 5.02% -5.25%
6 MONTHS -4.20% 1.63% -5.83%
1 YEAR -4.08% 7.63% -11.71%
2 YEAR 8.35% 11.63% -3.28%
3 YEAR 19.21% 16.39% 2.82%
5 YEAR 22.70% 16.81% 5.89%
SINCE INCEPTION 15.75% 16.03% -0.28%

Calendar Year Performance

Year Return
CY 2025 -4.08%
CY 2024 22.41%
CY 2023 44.36%
CY 2022 3.65%
CY 2021 62.33%
CY 2020 27.13%
CY 2019 3.58%
CY 2018 -20.94%
CY 2017 38.19%
CY 2016 5.29%

Financial Year Performance

Year Return
FY 26_YTD 14.34%
FY 25 6.04%
FY 24 44.83%
FY 23 -3.14%
FY 22 49.25%
FY 21 96.69%
FY 20 -27.51%
FY 19 -9.33%
FY 18 6.72%
FY 17 19.53%
FY 16 2.09%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

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.

Portfolio Details

Portfolio Composition

Large Cap
1.07%
Mid Cap
12.57%
Small Cap
84.81%
Cash & Equivalent
1.55%

Top 5 Holdings

  • Greenpanel Industries Ltd. 7.90%
  • City Union Bank Ltd. 5.79%
  • Care Ratings Ltd. 5.69%
  • KRBL Ltd. 5.14%
  • Intellect Design Arena Ltd. 4.68%

Top 5 Sectors

  • Automobile & Ancillaries 15.94%
  • Construction Materials 10.11%
  • FMCG 9.37%
  • Healthcare 9.28%
  • Capital Goods 9.26%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
29.20%
top 5 sectors percent
53.96%
average market cap
16856.31
portfolio age
9 Yrs, 9 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)