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Helios Arbitrage Fund

Helios Mutual Fund Arbitrage Fund As of 2026-07-31
Holdings
33
Concentrated
Top 10 weight
72%
Concentration
Strategy data
N/A
Not reported
Equity
68%
Asset allocation

Portfolio

14Sectors 5Large positions 23.1%Top: Banks 0.0%Cash

Market-cap allocation

Large cap62%
Mid cap5%
Small cap1%

Asset allocation

Equity68%
Debt20%

Top holdings

TREPSDERIVATIVE
26.6%
5.6%
5.1%
4.8%

AI Smart summary

Portfolio read

  • 68% equity, 20% debt.
  • 33 disclosed positions across 14 classified equity sectors.
  • Largest equity sector is Banks at 23.1% of the portfolio.
  • Large-cap exposure is 62%.

Watchpoints

  • Top 10 positions account for 72%, indicating high portfolio concentration.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Arbitrage Fund.

Axis Arbitrage Fund329 holdings · 103% top 10 · 48% AS
Bajaj Finserv Arbitrage Fund307 holdings · 122% top 10 · 77% AS
Motilal Oswal Arbitrage Fund239 holdings · 107% top 10 · 60% AS
Edelweiss Arbitrage Fund207 holdings · 30% top 10
Kotak Arbitrage Fund201 holdings · 34% top 10 · 47% AS
SBI Arbitrage Opportunities Fund195 holdings · 38% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks23.1%
Gas0.2%