The Wealth Company Arbitrage Fund
Holdings
46
Concentrated
Top 10 weight
64%
Concentration
Strategy
Active
Portfolio style
Equity
79%
Asset allocation
Portfolio
24Sectors6Large positions19.8%Top: Banks5.2%Cash
Market-cap allocation
Large cap42%
Mid cap33%
Small cap4%
Asset allocation
Equity79%
Top holdings
The Wealth Company Mutual Fund - Liquid FundMUTUAL_FUND15.9%
ICICI Bank LimitedEQUITY8.4%
Axis Bank LimitedEQUITY7.6%
Godrej Properties LimitedEQUITY5.8%
Bharat Heavy Electricals LimitedEQUITY5.3%
Vodafone Idea LimitedEQUITY5.0%
Adani Green Energy LimitedEQUITY4.8%
Tata Steel LimitedEQUITY4.1%
Bajaj Finserv LimitedEQUITY3.3%
CCILCASH3.2%
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Portfolio read
- 79% equity.
- Large-cap exposure is 42%.
- Largest equity sector is Banks at 19.8%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Arbitrage Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks19.8%
Realty7.4%
Finance5.0%
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