Prashasta Seth on selecting stocks and more

What has resulted in outperformance by your fund over the last one year? The fund's outperformance largely stems from an exposure to the right sectors. We have made a conscious attempt to focus on the financial sector, within which a deliberately higher weightage (40-45 per cent) has been accorded to banking. This higher concentration of high-performing holdings has contributed to our stellar performance. Names like HDFC Bank, Bajaj Finance and Muthoot have consistently figured in our portfolio. Our ability to do a strong bottom-up research and identify pockets of value has stood us in good stead. How do you select stocks for this fund? Our fund holdings can be divided into secu