NAFA NEW & CLEAN TECH
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.20%
- 3M
- +13.56%
- 6M
- +10.99%
- 9M
- —
- 1Y
- +11.51%
- 2Y
- +4.37%
- 3Y
- +23.92%
- 4Y
- +22.81%
- 5Y
- —
- Since Inception
- +23.50%
- Strategy AUM
- ₹17 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.20% | −0.17% | −0.03% |
| 3 Months | +13.56% | −2.34% | +15.90% |
| 6 Months | +10.99% | −5.39% | +16.38% |
| 1 Year | +11.51% | −0.07% | +11.58% |
| 2 Years | +4.37% | +4.14% | +0.23% |
| 3 Years | +23.92% | +13.46% | +10.46% |
| 4 Years | +22.81% | +13.31% | +9.50% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +23.50% | +10.15% | +13.35% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.20% | −0.17% | −0.03% |
| Apr-2026 | +27.45% | +10.38% | +17.07% |
| Mar-2026 | −10.72% | −11.37% | +0.65% |
| Feb-2026 | +8.22% | +0.45% | +7.77% |
| Jan-2026 | −4.72% | −3.34% | −1.38% |
| Dec-2025 | −5.20% | −0.24% | −4.96% |
| Nov-2025 | −0.64% | +0.96% | −1.60% |
| Oct-2025 | +0.15% | +4.27% | −4.12% |
| Sep-2025 | +3.83% | +1.24% | +2.59% |
| Aug-2025 | −2.28% | −1.75% | −0.53% |
| Jul-2025 | −3.14% | −2.71% | −0.43% |
| Jun-2025 | +2.73% | +3.68% | −0.95% |
| May-2025 | +16.01% | +3.54% | +12.47% |
Strategy Details
APMI fact sheet
- Inception
- 22 Sept 2021
- Age
- 4.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.64×
- Turnover (1M)
- 0.09×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Focus on growth stocks with scope for increased operating leverage.
Fund Managers
1 manager
Name
NARAYANAN BALAJI VAIDYANATH
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 2.50%
- Variable fees
- BASED ON SLAP RATE
- Exit load
- 1%
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Nafa Asset Managers Private Limited
- Strategy
- NAFA NEW & CLEAN TECH
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.