ValueQuest India Inflexion Fund – CAT III AIF

The ValueQuest India Inflexion Fund aims to generate superior long-term capital appreciation by investing in Indian equities at strategic inflexion points. The strategy identifies scalable companies transitioning from average to great performance, delivering alpha through well-timed equity participation.

• #InvestorsFirst: Every decision is aligned with investor interests.
• Focus on long-term wealth creation, avoiding short-term speculation.
• Emphasizes quality companies with growth tailwinds, avoiding balance sheet turnarounds and short-cyclicals.

• G – Growth: Core focus on scalable, future-ready companies.
• V – Value: Tactical allocations to undervalued opportunities.
• A – Adjusted Valuation: Entry at fair prices relative to benchmarks and broader markets.

Backed by the proprietary S.C.A.L.E. framework and GRIP style (Growth at Inflexion Point), the fund combines top-down and bottom-up research for optimal portfolio construction.

• Avoids “Ugly” and “Bad” companies (balance sheet risks, bad promoters).
• Selects stocks with:
  • PAT > ₹100 Cr
  • ≤10% free float exposure
  • Strong quality, growth, and leadership characteristics

  The fund aims to participate in stock transitions from average to great, capturing value as companies evolve.