Prof Sanjay Bakshi/VALUE QUEST INDIA MOAT FUND : Portfolio (4 March 2018) : Rs 342 crore

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Prof Sanjay Bakshi/VALUE QUEST INDIA MOAT FUND : Portfolio (4 March 2018) : Rs 323 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 and therefore are not captured!

Data updated for December 2017 quarter shareholding. If investor sold after December 31, 2017, the data would not be captured. Some details from Bulk deals added (but may not capture all). If you know of changes, please let us know- we will adjust.

New entries/ exits from Portfolio also noted.

Entered
Narayana Hrudayalaya Ltd 

Exited
Poddar Housing and Development Ltd

Uncertain:
Wonderla Holidays Ltd 
was held by Prof Sanjay Bakshi/VALUE QUEST INDIA MOAT FUND  but not in shareholding pattern which does not show name. Less likely exit would have happened so soon.

**Note- added WimPlast based on feedback- My data pull had missed it earlier**

Stock	Value (Rs Crore)	Percentage of holding
Narayana Hrudayalaya Ltd	72.32	21.12%
Accelya Kale Solutions Limitd	64.41	18.81%
TVS SRICHAKRA LTD	56.65	16.54%
CCL PRODUCTS INDIA LTD	56.17	16.40%
KITEX GARMENTS LTD	39.52	11.54%
AMBIKA COTTON MILLS LTD	33.99	9.92%
WIM PLAST LTD	19.38	5.66%