TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
Mr Rakesh Vyas has been active in capital markets for last 18 years of which more than 14 years were with HDFC Mutual fund where he was part of Fund management and research team. Over these years he has actively researched more than 150 companies across various sectors like Cement, Infrastructure, Utilities, Metals/Minerals, Chemicals, Real estate etc. Prior to joining Quest, he was managing HDFC Infrastructure Fund and HDFC Housing opportunities fund since Jan-20 till Jan-24. Recently HDFC Infrastructure fund was awarded Platinum award in Infrastructure fund category by Navbharat BFSI Awards 2023.
FUND SUMMARYFEE STRUCTUREINVESTMENT PHILOSOPHYTo deliver long-term capital compounding through a diversified portfolio with a large cap bias and low portfolio turnover. The investee companies would have a strong execution track record and high performing businesses. This approach aims to achieve consistent growth and resilience of the portfolio, ensuring sustainable wealth accumulation over time.The portfolio is suited for clients who have a minimum of 3 - 4 years investment horizon
Have a concentration in few sectors with high earnings visibility and consistency. Have around 40-60% investment into companies with consistent earnings across economic cycles, have 20-30% investment into companies with P/E re-rating potential and remaining invest into deep value companies which could be available much below its intrinsic value due to market cycles.
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