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Union Arbitrage Fund

Union Mutual Fund Arbitrage Fund As of 2026-07-31
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Holdings
78
Well diversified
Top 10 weight
43%
Concentration
Strategy data
N/A
Not reported
Equity
74%
Asset allocation

Portfolio

29Sectors 2Large positions 11.9%Top: Banks 0.0%Cash

Market-cap allocation

Large cap54%
Mid cap15%
Small cap3%

Asset allocation

Equity74%
Debt7%

Top holdings

Union Money Market Fund - Direct PlanMUTUAL_FUND
14.7%
Bank of Baroda**DEBT
6.4%
Reliance Industries Ltd.EQUITY
3.4%
HDFC Bank Ltd.EQUITY
3.3%
Bharti Airtel Ltd.EQUITY
3.2%
TREPSDERIVATIVE
2.8%
Kotak Mahindra Bank Ltd.EQUITY
2.5%
Vodafone Idea Ltd.EQUITY
2.3%
Bharat Heavy Electricals Ltd.EQUITY
2.1%
Max Financial Services Ltd.EQUITY
2.0%

AI Smart summary

Portfolio read

  • 74% equity, 7% debt.
  • 78 disclosed positions across 29 classified equity sectors.
  • Largest equity sector is Banks at 11.9% 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.

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.

Banks11.9%
Telecom - Services5.5%
Automobiles5.4%
Finance5.3%
Pharmaceuticals & Biotechnology4.4%
Insurance4.1%
Ferrous Metals4.1%
Petroleum Products3.4%
Cement & Cement Products3.0%
IT - Software2.8%
Healthcare Services2.7%
Electrical Equipment2.6%
Power2.4%
Transport Services2.4%
Other 15 sectors14.5%