NAFA New and Clean Tech

FUND OVERVIEW

• Type: A focused equity strategy with a Mid & Small cap bias.

• Objective: To generate long-term capital generation to the tune of 15 to 20% CAGR during the investment horizon by investing in Indian listed entities.

• Benchmark: BSE 500 TRI.

•Benchmark Comparison:  9.7% (last year), 14% (last 3 years)

• Horizon: 5 Years above.

• Performance: 24% absolute return (last year), 25.7% CAGR (last 3 years)

OBJECTIVE & STRATEGY

• Invest in Large, Mid & Small Cap businesses with visionary management having potential to scale up and grow exponentially over a 5 year period and to generate higher risk-adjusted returns.

• Seek to achieve outperformance by investing in emerging and innovative tech players and take active sector oriented stock calls

• Concentrated portfolio of 10-15 stocks to avoid diluting returns through over-diversification.

• Follow a framework with emphasis on investing in growth stocks with high potential over Electric mobility segment.

TOP 5 STOCKS AND SECTORS

• Stocks:

  1. Precision Camshaft Ltd.

  2. KEI Industries Ltd.

  3. Hitachi Energy India Ltd.

  4. Linde India Ltd.

  5. Indian Energy Exchange Ltd.

• Sectors:

  1. Automobiles & ancillaries

  2. Power

  3. Capital Goods

  4. Inds. Gases & Fuels

  5. Electricals

• Trailing Returns:

*Performance as on 31 May-25

PERFORMANCE % NAFA NCT BSE 500 TRI Index

1 Month 16.0% 3.5%

3 Months 23.4% 14.6%

6 Months -6.3% 0.6%

1 Year -2.3% 8.5%

2 Years 30.6% 20.9%

3 Years 26.8% 18.1%

Since Inception 27.0% 13.0%

(Inception Date: 22-Sep-2016)

Disclaimer: Past performance is not indicative of future results. Performance shown since 22-Sep-2016, as client monies were managed from this date. Performance related information provided herein is not verified by SEBI. All returns and % changes are in INR terms unless otherwise stated.