Clean Tech Portfolio

NAFA Asset Managers Pvt Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
22 September 2021
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

**Robust Quality Management Systems coupled with Return on Capital Employed exceeding the Cost of Capital, alongside growth opportunities identified at a rational valuation.**

Investment Objective

The NAFA Clean Tech Portfolio is structured to invest in small and mid-capitalization companies. These target entities should feature forward-thinking leadership and demonstrate a strong capacity for scalable expansion and substantial growth projected over a five-to-seven-year horizon.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -5.20% -0.24% -4.96%
3 MONTHS -5.67% 5.02% -10.69%
6 MONTHS -7.30% 1.63% -8.93%
1 YEAR -13.64% 7.63% -21.27%
2 YEAR 10.77% 11.63% -0.86%
3 YEAR 23.70% 16.39% 7.31%
SINCE INCEPTION 21.48% 12.48% 9.00%

Calendar Year Performance

Year Return
CY 2025 -13.64%
CY 2024 42.12%
CY 2023 54.32%

Financial Year Performance

Year Return
FY 26_YTD 14.15%
FY 25 1.13%
FY 24 60.85%

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

Fund Managers

At Nafa, Mr. Vaidyanath serves as the Chief Executive Officer and Chief Investment Officer. He possesses over ten years of experience in the equity markets, initially as a research analyst and subsequently as a portfolio manager at Sundaram Asset Management. His tenure of nearly seven years as a fund manager at Sundaram Portfolio Managers demonstrated a notable track record across six distinct investment strategies. He achieved consistent outperformance relative to portfolio benchmarks, exceeding them by over 100% across strategies until December 2015, at which point he transitioned from these responsibilities. A significant strength is his demonstrated capacity to maintain a substantial lead over the broader market during periods of market downturns. During his oversight, Sundaram Portfolio Managers experienced a twelve-fold increase in assets under management, reaching ₹1300 Crores, a period characterized by fluctuating market cycles, including both bullish and bearish phases, and elevated volatility. His fund management philosophy is characterized by high conviction, extended holding periods, low portfolio turnover, and a strategic allocation to cash. With Mr. Vaidyanath at the helm as CEO and CIO, Nafa provides potential investors with an investment platform built on a robust foundation.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
40.39%
Small Cap
58.53%
Cash & Equivalent
1.08%

Top 5 Holdings

  • Hitachi Energy India Ltd. 19.97%
  • Indian Energy Exchange Ltd. 16.62%
  • Precision Camshafts Ltd. 16.33%
  • Quality Power Electrical Equipments Ltd. 11.33%
  • Fiem Industries Ltd. 8.32%

Top 5 Sectors

  • Capital Goods 31.29%
  • Automobile & Ancillaries 24.65%
  • Power 16.62%
  • Inds. Gases & Fuels 9.12%
  • Construction Materials 5.94%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
72.57%
top 5 sectors percent
87.62%
average market cap
28976.31
portfolio age
4 Yrs, 3 Months
sip
Not 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%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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