Markets › Super Investors › IKIGAI EMERGING EQUITY FUND
IF
IKIGAI EMERGING EQUITY FUND
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹543 Cr
Today
+₹7.3 Cr +1.36%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +0.3% NIFTY 50 -4.4%ahead of NIFTY by 4.7 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
40.1
Wtd ROE
13.0%
Holdings
5
By market cap
Large 0% Mid 57% Small 43%
Bought / added last quarter
Kaya Ltd+0.17pp
Happy Forgings Ltd+0.08pp
Alkyl Amines Chemicals Ltd+0.07pp
VST Tillers Tractors Ltd+0.02pp
Sold / trimmed last quarter
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Happy Forgings Ltd HAPPYFORGE · Capital Goods | 1.24% | ₹158.9 Cr | +1.66% | ▲ +0.08pp | 42.4 | 15% |
| Alkyl Amines Chemicals Ltd ALKYLAMINE · Chemicals | 1.61% | ₹149.2 Cr | -0.93% | ▲ +0.07pp | 51.6 | 12% |
| VST Tillers Tractors Ltd VSTTILLERS · Capital Goods | 3.41% | ₹136.6 Cr | +3.14% | ▲ +0.02pp | 38.3 | 10% |
| Styrenix Performance Materials Ltd STYRENIX · Chemicals | 2.46% | ₹94 Cr | +2.07% | ▼ -0.02pp | 20.5 | 15% |
| Kaya Ltd KAYA · Consumer Services | 1.20% | ₹4.7 Cr | +0.92% | ▲ +0.17pp | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Happy Forgings Ltd | 1.24 | 1.16 | 1.07 | 1.02 |
| Alkyl Amines Chemicals Ltd | 1.61 | 1.54 | 1.36 | 1.16 |
| VST Tillers Tractors Ltd | 3.41 | 3.39 | 3.52 | 3.15 |
| Styrenix Performance Materials Ltd | 2.46 | 2.48 | 2.28 | 2.18 |
| Kaya Ltd | 1.20 | 1.03 | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.