Nafa Asset Managers PMS strategies
Nafa Asset Managers runs 7 portfolio management strategies listed with APMI, managing โน535 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| NAFA Emerging Blue Chip Portfolio | Equity | NARAYANAN BALAJI VAIDYANATH | โน419 Cr | +8.48% | -0.72 pts | 2.50% fixed | โน50 Lakhs | Sep 2026 |
| NAFA Small Cap Portfolio | Equity | NARAYANAN BALAJI VAIDYANATH | โน50.1 Cr | +4.31% | -4.89 pts | 2.50% fixed | โน50 Lakhs | Sep 2026 |
| NAFA India Alpha Fund | Equity | NARAYANAN BALAJI VAIDYANATH | โน20.42 Cr | โ | โ | 1% fixed | โน50 Lakhs | Sep 2026 |
| NAFA New & Clean Tech | Equity | โ | โน16.7 Cr | +26.26% | โ | 2.50% fixed | โน50 Lakhs | โ |
| Bespoke Formerly Known as NAFA New & Clean Tech | โ | NARAYANAN BALAJI VAIDYANATH | โน16.03 Cr | +13.91% | +4.71 pts | 2.50% fixed | โน50 Lakhs | Sep 2026 |
| NAFA Wealth Builder Portfolio | Equity | NARAYANAN BALAJI VAIDYANATH | โน12.97 Cr | +1.65% | -7.55 pts | 2.50% fixed | โน50 Lakhs | Sep 2026 |
| NAFA Pharma Portfolio | Equity | NARAYANAN BALAJI VAIDYANATH | โ | โ | โ | up to 2.5% fixed | โน50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ" means the figure isn't reported. Past returns don't predict future returns.
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