01 May 2018

Prof Sanjay Bakshi/VALUE QUEST INDIA MOAT FUND : Rs. 369.59 crore : Update post March 2018 filings

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Prof Sanjay Bakshi/VALUE QUEST INDIA MOAT FUND : Rs. 369.59 crore : Update post March 2018 filings

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 March 2018 quarter shareholding. If investor sold after March 31, 2018, 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
Wonderla Holidays Ltd

Exited
Poddar Housing and Development Ltd



Share  Value (Rs crore)  % of Portfolio
Narayana Hrudayalaya Ltd 65.857 17.8%
Accelya Kale Solutions Limitd 63.288 17.1%
CCL PRODUCTS INDIA LTD 56.984 15.4%
TVS SRICHAKRA LTD 55.508 15.0%
Wonderla Holidays Ltd 41.155 11.1%
KITEX GARMENTS LTD 35.426 9.6%
AMBIKA COTTON MILLS LTD 34.584 9.4%
WIM PLAST LTD 16.783 4.5%

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