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JM Arbitrage Fund

JM Financial Mutual Fund Arbitrage Fund As of 2026-06-30
Holdings
117
Well diversified
Top 10 weight
40%
Concentration
Strategy data
N/A
Not reported
Equity
79%
Asset allocation

Portfolio

32Sectors 2Large positions 21.7%Top: Banks 8.3%Cash

Market-cap allocation

Large cap51%
Mid cap19%
Small cap5%

Asset allocation

Equity79%
Debt7%
Cash8%

Top holdings

CCILCASH
6.0%
2.7%

AI Smart summary

Portfolio read

  • 79% equity, 7% debt, 8% cash.
  • 117 disclosed positions across 32 classified equity sectors.
  • Largest equity sector is Banks at 21.7% of the portfolio.
  • Top 10 positions account for 40%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

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

Peer comparison

Other funds in Arbitrage Fund.

Edelweiss Arbitrage Fund199 holdings · 30% top 10
Invesco India Arbitrage Fund198 holdings · 62% top 10
Aditya Birla Sun Life Arbitrage Fund196 holdings · 36% top 10
ICICI Prudential Arbitrage Fund192 holdings · 41% top 10
SBI Arbitrage Opportunities Fund190 holdings · 42% top 10
Aditya Birla Sun Life Arbitrage Fund187 holdings · 36% top 10

Sector exposure

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

Banks21.7%
Power2.6%
Realty2.4%
Other 18 sectors11.9%