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NAFA Emerging Bluechip Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The NAFA Emerging Bluechip Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 1.58%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

NAFA Emerging Bluechip Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Emerging Bluechip Portfolio

Start Date

01 March 2016

Category

Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Balaji Vaidyanath

1 Yr. Return

1.58%

3 Yr. Return

14.20%

5 Yr. Return

31.46%

NAFA Emerging Bluechip Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

23.73%

Top 5 Sectors%

53.25%

Portfolio Age

9 Yrs, 1 Months

SIP

Available

STP

NA

Average Market Cap

Rs.120872.06 Cr.

NAFA Emerging Bluechip Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

NAFA Emerging Bluechip Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

13.88%

Mid Cap

9.97%

Small Cap

70.13%

Cash & Equivalent

6.02%

Check out Business Opportunities with Similar Brands

NAFA Emerging Bluechip Portfolio Strategy - Top 5 Sectors

Banks

11.72%

Healthcare

7.57%

Capital Goods

10.62%

Auto & Auto Ancillaries

9.77%

FMCG

13.57%

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