Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund)
Holdings
53
Well diversified
Top 10 weight
61%
Concentration
Strategy data
N/A
Not reported
Equity
74%
Asset allocation
Portfolio
27Sectors
7Large positions
19.8%Top: Banks
0.0%Cash
Market-cap allocation
Large cap55%
Mid cap15%
Small cap3%
Asset allocation
Equity74%
Debt14%
Top holdings
9.2%
Reliance Industries LtdEQUITY
8.5%HDFC Bank LtdEQUITY
8.3%Bajaj Finance LtdEQUITY
7.1%Ashok Leyland LtdEQUITY
6.3%ICICI Bank LtdEQUITY
5.8%5.3%
Bharti Airtel LtdEQUITY
4.9%Axis Bank LtdEQUITY
2.8%2.7%
Larsen & Toubro LtdEQUITY
2.5%UPL LtdEQUITY
2.4%TVS Motor Company LtdEQUITY
2.3%NMDC LtdEQUITY
2.1%Sundaram Liquid Fund - Direct Growth*MUTUAL_FUND
1.8%ITC LtdEQUITY
1.7%1.7%
Mahindra & Mahindra LtdEQUITY
1.6%Kotak Mahindra Bank LtdEQUITY
1.5%Hindalco Industries LtdEQUITY
1.4%1.4%
1.3%
Marico LtdEQUITY
1.3%REC LtdEQUITY
0.98%Ambuja Cements LtdEQUITY
0.91%0.90%
0.89%
0.82%
Tata Steel LtdEQUITY
0.79%0.77%
Cash and Other Net Current Assets^DERIVATIVE
0.72%0.57%
KPIT Technologies LtdEQUITY
0.55%Bank of BarodaEQUITY
0.45%Cipla LtdEQUITY
0.43%Coforge LtdEQUITY
0.41%Fortis Health Care LtdEQUITY
0.40%Bandhan Bank LtdEQUITY
0.40%0.36%
RBL Bank LtdEQUITY
0.32%Divis Laboratories LtdEQUITY
0.28%Havells India LtdEQUITY
0.27%Maruti Suzuki India LtdEQUITY
0.27%Adani Green Energy LtdEQUITY
0.21%Dabur India LtdEQUITY
0.19%Coal India LtdEQUITY
0.18%TREPSDERIVATIVE
0.18%State Bank of IndiaEQUITY
0.10%Bharat Electronics LtdEQUITY
0.02%Bajaj Finserv LtdEQUITY
0.01%Margin Money For DerivativesDERIVATIVE
0.0%AI Smart summary
Portfolio read
- 74% equity, 14% debt.
- 53 disclosed positions across 27 classified equity sectors.
- Largest equity sector is Banks at 19.8% of the portfolio.
Watchpoints
- Top 10 positions account for 61%, 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.
19.8%
9.6%
8.5%
6.3%
4.9%
4.1%
2.5%
2.4%
2.1%
1.7%
1.4%
1.4%
1.3%
1.3%
Other 13 sectors6.6%
1.0%
0.9%
0.8%
0.8%
0.8%
0.7%
0.4%
0.4%
0.3%
0.2%
0.2%
0.2%
0.0%