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AIM

Aikya Investment Management Portfolio holdings

AUM $345M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
-5.41%
1 Year Est. Return
-10.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$273M
AUM Growth
+$48.8M
Cap. Flow
+$60.3M
Cap. Flow %
22.07%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$43.9M
2
RDY icon
Dr. Reddy's Laboratories
RDY
+$10.5M
3
INFY icon
Infosys
INFY
+$5.9M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 39.38%
2 Healthcare 33.3%
3 Technology 27.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$123B
$108M 39.38%
3,843,610
+1,548,230
+67% +$43.9M
RDY icon
2
Dr. Reddy's Laboratories
RDY
$9.87B
$90.9M 33.3%
6,199,675
+716,810
+13% +$10.5M
INFY icon
3
Infosys
INFY
$48.7B
$74.6M 27.31%
4,160,589
+303,411
+8% +$5.9M

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Aikya Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Aikya Investment Management held 3 positions worth $273M, up 22% from $224M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Aikya Investment Management deployed $60.3M of net new capital in Q1 2024, adding to 3 existing holdings.

By sector, the portfolio is most concentrated in Financials at 39% of assets, up from 34% a quarter earlier, followed by Healthcare and Technology.

  • Aikya Investment Management added most to HDFC Bank in Q1 2024, an estimated $43.9M increase.
  • Aikya Investment Management's ten largest holdings make up 100% of its $273M portfolio in Q1 2024.
  • Aikya Investment Management opened 0 new positions and closed 0 in Q1 2024.
  • Aikya Investment Management's portfolio value rose 22% quarter-over-quarter to $273M.

Based on Aikya Investment Management's 13F filing for Q1 2024, filed 8 May 2024.