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JM Arbitrage Fund

JM Financial Mutual FundArbitrage FundActiveAs of 2026-07-31
Holdings
114
Broad portfolio
Top 10 weight
41%
Concentration
Strategy
Active
Portfolio style
Equity
79%
Asset allocation

Portfolio

34Sectors2Large positions23.4%Top: Banks0.0%Cash

Market-cap allocation

Large cap52%
Mid cap19%
Small cap4%

Asset allocation

Equity79%

Top holdings

CCILDERIVATIVE7.7%
Eternal LimitedEQUITY3.3%
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Portfolio insights

Portfolio read

  • 79% equity.
  • Large-cap exposure is 52%.
  • Largest equity sector is Banks at 23.4%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Arbitrage Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks23.4%
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