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NAFA - Clean Tech Portfolio
NAFA - Clean Tech Portfolio

NAFA - Clean Tech Portfolio

  • NAFA Asset Managers Pvt Ltd
  • Mid Cap
  • 2
    Out of 19*
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PMS Bazaar
Portfolio age4 years, 9 months
-0.2%
-0.17%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.1%)
Allocation by Market Cap
Small Cap (62.85%)
Mid Cap (16.56%)
Large Cap (18.49%)
Sector Holdings
  • Capital Goods28.62%
  • Automobile & Ancillaries19.07%
  • Power9.85%
  • Retailing9.78%
  • Inds. Gases & Fuels8.27%
Stock Holdings
  • Hitachi Energy India Ltd.15.02%
  • Precision Camshafts Ltd.10.17%
  • Indian Energy Exchange Ltd.9.85%
  • Go Fashion (India) Ltd.9.78%
  • Quality Power Electrical Equipments Ltd.9.37%

bt_logoPORTFOLIO MANAGERS

Balaji Vaidyanath
  • Manager Rank2 Out of 19
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM500.94
  • Highest Return In 1 Yr11.51%
Profile

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.

Other Schemes
AUM (₹ Cr)
₹16.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
21 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹47.65 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
25 Out of 27
Fixed Fee
2.50%
AUM (₹ Cr)
₹436.69 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
23 Out of 23
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹16.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
21 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,001.05 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹187.26 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹230.95 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹2.99 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹368.96 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

NAFA Asset Managers Pvt Ltd
NAFA Asset Managers Pvt Ltd manages assets worth Rs 548.24 crores. Its current offering of PMS schemes includes 2 Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

548.24 (As on May, 2026)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹16.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
21 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹47.65 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
25 Out of 27
Fixed Fee
2.50%
AUM (₹ Cr)
₹436.69 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
23 Out of 23
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of NAFA - Clean Tech Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in NAFA - Clean Tech Portfolio ?
The fixed fee charged in NAFA - Clean Tech Portfolio is 2.50%.
What is the variable fee charged in NAFA - Clean Tech Portfolio ?
There is no option for Variable fee.
What is the profit sharing in NAFA - Clean Tech Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in NAFA - Clean Tech Portfolio ?
The minimum investment in NAFA - Clean Tech Portfolio is ₹50 Lacs
What type of scheme is NAFA - Clean Tech Portfolio?
NAFA - Clean Tech Portfolio is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of NAFA - Clean Tech Portfolio?
The inception date of NAFA - Clean Tech Portfolio is Sep 22, 2021.
What is the exit load of NAFA - Clean Tech Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.