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Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund)

Sundaram Mutual Fund Arbitrage Fund As of 2026-06-30
Holdings
56
Well diversified
Top 10 weight
55%
Concentration
Strategy data
N/A
Not reported
Equity
71%
Asset allocation

Portfolio

27Sectors 5Large positions 20.7%Top: Banks 3.8%Cash

Market-cap allocation

Large cap52%
Mid cap15%
Small cap1%

Asset allocation

Equity71%
Debt12%
Cash4%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 71% equity, 12% debt, 4% cash.
  • 56 disclosed positions across 27 classified equity sectors.
  • Largest equity sector is Banks at 20.7% of the portfolio.

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.

Banks20.7%
Finance8.1%
Petroleum Products7.1%
Agricultural, Commercial & Construction Vehicles5.1%
Telecom - Services3.9%
Automobiles3.7%
Agricultural Food & Other Products3.5%
Construction2.2%
Power2.2%
Fertilizers & Agrochemicals1.9%
Retailing1.6%
Capital Markets1.6%
Diversified Fmcg1.5%
Non - Ferrous Metals1.2%
Other 13 sectors6.3%