Prof Sanjay Bakshi/VALUE QUEST INDIA MOAT FUND : Portfolio (4 February 2018) : Rs 329 crore

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Prof Sanjay Bakshi/VALUE QUEST INDIA MOAT FUND : Portfolio (4 February 2018) : Rs 329 crore

Notes: This is data pulled out from BSE/NSE website. Only for stocks with more than 1% investment.
Details where investors hold less than 1% of company would not be recorded in BSE/NSE shareholding reports!

Data updated for December 2017 quarter shareholding where available. 
Where company has not updated December details, data from September 30, 2017 would be pulled up
If investor sold after December 31, 2017, the data would not be captured. 

Stock	Value (Rs crore)	% of Portfolio
Narayana Hrudayalaya Ltd	71.6	21.7%
Accelya Kale Solutions Limitd	65.7	19.9%
TVS SRICHAKRA LTD	52.9	16.1%
CCL PRODUCTS INDIA LTD	51.9	15.8%
KITEX GARMENTS LTD	40.1	12.2%
AMBIKA COTTON MILLS LTD	33.5	10.2%
Poddar Housing and Development Ltd	13.6	4.1%

NOTE: VALUE QUEST INDIA MOAT FUND  exited Poddar Housing and Development Ltd in Jan 2018

This will show up in March 2018 share holding report.