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. Tata Power Ltd.

• Sectors:

  1. Automobiles & ancillaries

  2. Power

  3. Capital Goods

  4. Inds. Gases & Fuels

  5. Electricals

• Trailing Returns:

*Performance as on 31 Mar-25

PERFORMANCE % NAFA NCT BSE 500 TRI Index

1 Month 4.4% 7.7%

3 Months -23.3% -4.4%

6 Months -24.0% -11.8%

1 Year 1.1% 6.0%

2 Years 27.5% 21.8%

3 Years 18.3% 13.7%

Since Inception 22.5% 11.5%

(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.