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

The NAFA Clean Tech 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 12.03%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

NAFA Clean Tech Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Clean Tech Portfolio

Start Date

22 September 2021

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

12.03%

3 Yr. Return

19.47%

5 Yr. Return

NA

NAFA Clean Tech Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

70.89%

Top 5 Sectors%

84.51%

Portfolio Age

3 Yrs, 7 Months

SIP

NA

STP

NA

Average Market Cap

Rs.37698.63 Cr.

NAFA Clean Tech 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 Clean Tech Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

10.20%

Mid Cap

45.67%

Small Cap

41.89%

Cash & Equivalent

2.23%

Check out Business Opportunities with Similar Brands

NAFA Clean Tech Portfolio Strategy - Top 5 Sectors

Capital Goods

15.75%

Auto & Auto Ancillaries

25.37%

Power

20.80%

Inds. Gases & Fuels

11.59%

Electricals

11.00%

Customer ratings and reviews of NAFA Clean Tech Portfolio PMS Strategy

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