Quest Investment Managers

3 strategies

Quest Investment Managers publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

• Quest Smart Alpha2

  25 companies

• Quest Flagship PMS1

  20 companies

• Quest Multi1

  18 companies

What they bought and sold · 8 moves

• New positionWheels India Ltd

  October 2026

  “New positions were initiated in ZF Commercial Vehicle Control Systems India and Wheels India.”

  Read the letter→
• ExitedHome First Finance Company India Limited

  October 2026

  “At the same time, we exited Home First Finance Company India and HDFC Bank.”

  Read the letter→
• ExitedITC Hotels Ltd

  October 2026

  “We exited ITC Hotels, Indian Hotels and Sarda Energy & Minerals.”

  Read the letter→
• ExitedSarda Energy & Minerals Ltd

  October 2026

  “We exited ITC Hotels, Indian Hotels and Sarda Energy & Minerals.”

  Read the letter→
• ExitedHDFC Bank

  October 2026

  “At the same time, we exited Home First Finance Company India and HDFC Bank.”

  Read the letter→
• New positionZF Commercial Vehicle Control Systems India Ltd

  October 2026

  “We initiated positions in CG Power & Industrial Solutions and ZF Commercial Vehicle Control Systems India.”

  Read the letter→
• ExitedIndian Hotels Co. Ltd

  October 2026

  “We exited ITC Hotels, Indian Hotels and Sarda Energy & Minerals.”

  Read the letter→
• New positionCG Power & Industrial Solutions Ltd

  October 2026

  “We initiated positions in CG Power & Industrial Solutions and ZF Commercial Vehicle Control Systems India.”

  Read the letter→

Companies held · 46

Every company Quest Investment Managers has disclosed a position in across our archive, with the letter that last mentioned it.

• AAVAS FINANCIERS LIMITEDOct 2026
• ADF FOODS LIMITEDOct 2026
• Avalon Technologies LtdOct 2026
• Axis Bank LtdOct 2026
• BALRAMPUR CHINI MILLS LTDOct 2026
• Bharti AirtelOct 2026
• BSE LtdOct 2026
• CG Power & Industrial Solutions LtdOct 2026
• Chemplast SanmarOct 2026
• CITY UNION BANK LIMITEDOct 2026
• CoforgeOct 2026
• Eternal LtdOct 2026
• GMM PfaudlerOct 2026
• HDFC BankOct 2026
• Hitachi Energy India LtdOct 2026
• Home First Finance Company India LimitedOct 2026
• ICICI Prudential AMCOct 2026
• Indian Hotels Co. LtdOct 2026
• ITC Hotels LtdOct 2026
• Jindal Steel LtdOct 2026
• JNK INDIA LIMITEDOct 2026
• Kalpataru ProjectsOct 2026
• KIRLOSKAR FERROUS INDUSTRIES LTD.Oct 2026
• M & B ENGINEERING LIMITEDOct 2026
• National Stock Exchange Of India LtdOct 2026
• One97 CommunicationsOct 2026
• ORKLA INDIA LIMITEDOct 2026
• Piramal Pharma LtdOct 2026
• S P Apparels LtdOct 2026
• SAMHI HOTELS LIMITEDOct 2026
• Sansera Engineering LtdOct 2026
• Sarda Energy & Minerals LtdOct 2026
• Siemens Energy IndiaOct 2026
• SUDARSHAN CHEMICAL INDUSTRIES LIMITEDOct 2026
• SWIGGY LIMITEDOct 2026
• Tata CapitalOct 2026
• Tata Capital LtdOct 2026
• Tata Consumer Products LtdOct 2026
• TrentOct 2026
• TVS Motor Company LtdOct 2026
• UNION BANK OF INDIAOct 2026
• Vishal Mega MartOct 2026
• Viyash ScientificOct 2026
• Viyash Scientific LtdOct 2026
• Wheels India LtdOct 2026
• ZF Commercial Vehicle Control Systems India LtdOct 2026

Theses · 7

• Jindal Steel Ltd

  October 2026

  Jindal Steel is positioned for margin expansion and volume growth through Angul capex, integrated raw materials, and domestic infrastructure demand.

  Read the full thesis→
• National Stock Exchange of India Ltd

  October 2026

  National Stock Exchange of India Ltd benefits from a dominant liquidity moat, structural financialization, and expanding recurring revenue streams.

  Read the full thesis→
• Tata Consumer Products Ltd

  October 2026

  Tata Consumer Products Ltd is evolving into a diversified FMCG platform with brand strength, M&A synergies, and premium growth categories.

  Read the full thesis→
• TVS Motor Company Ltd

  October 2026

  TVS Motor Company Ltd combines scale, EV leadership, exports, and premiumization to drive growth and margin resilience.

  Read the full thesis→
• Viyash Scientific Ltd

  October 2026

  Viyash Scientific Ltd has a multi-year growth case centered on formulations, higher-value APIs, merger synergies, and CDMO scale-up.

  Read the full thesis→
• Wheels India Ltd

  October 2026

  Wheels India Ltd offers multiple growth vectors, led by aluminium wheels, air suspension, and global leadership in niche wheel markets.

  Read the full thesis→
• ZF Commercial Vehicle Control Systems India Ltd

  October 2026

  ZF Commercial Vehicle Control Systems India Ltd is set to benefit from braking-system leadership, regulation-driven content upgrades, and e-bus adoption.

  Read the full thesis→

Letter archive · 4