- Manager
- Nafa Asset Managers
- Service
- Discretionary
- Asset class
- Equity
Nafa Emerging Blue Chip Portfolio
−1.92%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Nafa Asset Managers’ Nafa Emerging Blue Chip Portfolio returned −1.92% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹419 crore across its clients.
Key numbers
- AUM
- ₹419 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.83×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.42% | −5.57% | +3.15% |
| 3 months | −1.16% | −3.59% | +2.43% |
| 6 months | +17.84% | +8.07% | +9.77% |
| 1 year | −1.92% | −2.33% | +0.41% |
| 2 years | −6.47% | −3.93% | −2.54% |
| 3 years | +8.48% | +9.20% | −0.72% |
| 4 years | +13.02% | +11.22% | +1.80% |
| 5 years | +12.17% | +8.91% | +3.26% |
| Since inception | +14.38% | +14.18% | +0.20% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity90.56%₹380 Cr
- Cash and other6.44%₹27 Cr
- Mutual funds3.00%₹12.59 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.59 Cr
- Outflow, Sep 2026
- ₹4.75 Cr
- Net, Sep 2026
- ₹0.85 Cr
- Net, FY to date
- −₹28.62 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.83×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Nafa Emerging Blue Chip Portfolio returned?
−1.92% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.42%; 3 months: −1.16%; 6 months: 17.84%; 1 year: −1.92%; 2 years: −6.47%; 3 years: 8.48%; 4 years: 13.02%; 5 years: 12.17%; Since inception: 14.38%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.41 percentage points ahead.
How much does Nafa Emerging Blue Chip Portfolio manage?
₹419 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Nafa Emerging Blue Chip Portfolio?
Nafa Asset Managers, a SEBI-registered portfolio manager (INP000006989), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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