Samco Arbitrage Fund

Samco Mutual FundHybridPortfolio as of 31 July 2026

Samco Arbitrage Fund holds 36 instruments (77.73% equity), led by Mahindra & Mahindra Limited (9.47%), Bharti Airtel Limited (9.02%) and InterGlobe Aviation Limited (8.75%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
36
Equity Allocation
77.73%
AMC
Samco Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Samco Arbitrage Fund, managed by Samco Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 36 instruments with an equity allocation of 77.73%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Samco Arbitrage Fund's top 10 holdings account for 60.63% of its portfolio, more concentrated than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 29.5% of net assets, spread across 7 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 1 position, with Mahindra & Mahindra Limited seeing the largest move (+0.93pp to 9.47%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 new entries1 exit6 increased4 reduced

Biggest Weight Increases

StockWeightChange
Mahindra & Mahindra Limited8.54% → 9.47%▲ +0.93
One 97 Communications Limited4.11% → 4.85%▲ +0.74
Bharti Airtel Limited8.45% → 9.02%▲ +0.57
Titan Company Limited3.57% → 3.96%▲ +0.39
Bajaj Finance Limited2.75% → 3.12%▲ +0.37
ICICI Bank Limited2.55% → 2.67%▲ +0.12

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited7.56% → 7.1%▼ -0.46
Vodafone Idea Limited4.11% → 3.7%▼ -0.41
InterGlobe Aviation Limited9.07% → 8.75%▼ -0.32
Axis Bank Limited3.62% → 3.32%▼ -0.3

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jul 2026).

Jan: –, Feb: –, Mar: 7.93%, May: 7.73%, Jun: 8.54%, Jul: 9.47%
9.47%
Jan: –, Feb: –, Mar: 7.84%, May: 7.61%, Jun: 8.45%, Jul: 9.02%
9.02%
Jan: –, Feb: –, Mar: 7.94%, May: 8.39%, Jun: 9.07%, Jul: 8.75%
8.75%
Jan: 9.45%, Feb: 8.7%, Mar: 6.68%, May: 6.44%, Jun: 7.56%, Jul: 7.1%
7.1%

Full Portfolio (36 holdings)

#HoldingSector% to NAV
1Net Receivables / (Payables)other96.91%
2Mahindra & Mahindra LimitedConsumer Discretionary9.47%
3Bharti Airtel LimitedTelecommunication9.02%
4InterGlobe Aviation LimitedServices8.75%
5HDFC Bank LimitedFinancial Services7.1%
6Reliance Industries LimitedEnergy6.73%
7One 97 Communications LimitedFinancial Services4.85%
8Titan Company LimitedConsumer Discretionary3.96%
9Shriram Finance LimitedFinancial Services3.73%
10Vodafone Idea LimitedTelecommunication3.7%
11Clearing Corporation of India Ltdother3.38%
12Axis Bank LimitedFinancial Services3.32%
13ITC LimitedConsumer Staples3.22%
14Bajaj Finance LimitedFinancial Services3.12%
15Kotak Mahindra Bank LimitedFinancial Services3.11%
16ICICI Bank LimitedFinancial Services2.67%
17Hindalco Industries LimitedMaterials1.81%
18HDFC Life Insurance Company LimitedFinancial Services1.6%
19Britannia Industries LimitedConsumer Staples1.57%
20Britannia Industries Limited Futureother-1.58%
21HDFC Life Insurance Company Limited Futureother-1.61%
22Hindalco Industries Limited Futureother-1.82%
23ICICI Bank Limited Futureother-2.66%
24Kotak Mahindra Bank Limited Futureother-3.12%
25Bajaj Finance Limited Futureother-3.13%
26ITC Limited Futureother-3.25%
27Axis Bank Limited Futureother-3.33%
28Vodafone Idea Limited Futureother-3.72%
29Shriram Finance Limited Futureother-3.74%
30Titan Company Limited Futureother-3.97%
31One 97 Communications Limited Futureother-4.85%
32Reliance Industries Limited Futureother-6.78%
33HDFC Bank Limited Futureother-7.14%
34InterGlobe Aviation Limited Futureother-8.79%
35Bharti Airtel Limited Futureother-9.04%
36Mahindra & Mahindra Limited Futureother-9.49%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 9.47% of Samco Arbitrage Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 9.02% of Samco Arbitrage Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, InterGlobe Aviation Limited is 8.75% of Samco Arbitrage Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 7.1% of Samco Arbitrage Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 6.73% of Samco Arbitrage Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Samco Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.