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JM Arbitrage Fund

JM Financial Mutual Fund As of 2026-06-30
Holdings
117
Well diversified
Top 10 weight
40%
Concentration
Active share
-
Style
Equity
79%
Asset allocation

Portfolio

-Sectors 2High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Large cap51%
Mid cap19%
Small cap5%

Asset allocation

Equity79%
Debt7%

Top holdings

CCILCASH_EQUIVALENT
6.0%
2.7%
Net Receivable/PayableCASH_EQUIVALENT
2.3%

AI Smart summary

Pros

  • Well-diversified across 117 holdings.
  • Low top-10 concentration (40%).

Cons

  • No major structural red flags.

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

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

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

Banks21.7%
SOVEREIGN7.0%
Telecom - Services6.6%
Retailing5.0%
Ferrous Metals4.9%
Automobiles4.8%
Petroleum Products3.8%
Finance3.4%
Construction2.8%
Pharmaceuticals & Biotechnology2.7%
Power2.6%
Realty2.4%
Transport Infrastructure2.1%
Beverages2.0%