PGIM INDIA ARBITRAGE FUND

PGIM India Mutual FundHybridPortfolio as of 31 July 2026

PGIM INDIA ARBITRAGE FUND holds 47 instruments (66.77% equity), led by Reliance Industries Limited (7.45%), Havells India Limited (6.12%) and Vodafone Idea Limited (5.91%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
47
Equity Allocation
66.77%
AMC
PGIM India Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of PGIM INDIA ARBITRAGE FUND, managed by PGIM India Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 47 instruments with an equity allocation of 66.77%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

PGIM INDIA ARBITRAGE FUND's top 10 holdings account for 49.28% of its portfolio, more concentrated than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 25.3% of net assets, spread across 7 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 1 position, with HDFC Bank Limited seeing the largest move (-5.58pp to 4.32%).

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.

1 exit10 increased2 reduced

Biggest Weight Increases

StockWeightChange
Havells India Limited4.98% → 6.12%▲ +1.14
Reliance Industries Limited6.52% → 7.45%▲ +0.93
ICICI Bank Limited4.19% → 4.94%▲ +0.75
Bharti Airtel Limited2.71% → 3.26%▲ +0.55
PNB Housing Finance Limited3.51% → 4.02%▲ +0.51
HDFC Asset Management Company Limited3.63% → 4.05%▲ +0.42
Punjab National Bank2.08% → 2.49%▲ +0.41
Ambuja Cements Limited2.25% → 2.61%▲ +0.36
Jio Financial Services Limited1.53% → 1.88%▲ +0.35
Grasim Industries Limited1.81% → 2.05%▲ +0.24

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited9.9% → 4.32%▼ -5.58
Titan Company Limited5.72% → 5.22%▼ -0.5

Top Holdings — Weight Trend

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

Feb: 7.23%, Mar: 7.32%, Apr: 8.08%, May: 6.81%, Jun: 6.52%, Jul: 7.45%
7.45%
Feb: –, Mar: –, Apr: –, May: –, Jun: 4.98%, Jul: 6.12%
6.12%
Feb: 3.82%, Mar: 3.23%, Apr: 4.01%, May: 5.75%, Jun: 5.81%, Jul: 5.91%
5.91%
Feb: 6.05%, Mar: 5.8%, Apr: 5.57%, May: 5.42%, Jun: 5.72%, Jul: 5.22%
5.22%
Feb: 2.94%, Mar: 2.7%, Apr: 2.93%, May: 3.91%, Jun: 4.19%, Jul: 4.94%
4.94%

Full Portfolio (47 holdings)

#HoldingSector% to NAV
1Net Receivables / (Payables)other67.54%
2PGIM India Liquid Fund - Direct Plan - Growthmf19.62%
3Reliance Industries LimitedEnergy7.45%
4Havells India LimitedConsumer Discretionary6.12%
5Vodafone Idea LimitedTelecommunication5.91%
6182 Days Treasury Billtbill5.9%
7Titan Company LimitedConsumer Discretionary5.22%
8ICICI Bank LimitedFinancial Services4.94%
9HDFC Bank LimitedFinancial Services4.32%
10HDFC Asset Management Company LimitedFinancial Services4.05%
11PNB Housing Finance LimitedFinancial Services4.02%
12Varun Beverages LimitedConsumer Staples3.99%
13Bharti Airtel LimitedTelecommunication3.26%
14364 Days Tbill (MD )tbill2.97%
15364 Days Treasury Billtbill2.87%
16Ambuja Cements LimitedMaterials2.61%
17Punjab National BankFinancial Services2.49%
18Bank of BarodaFinancial Services2.13%
19Grasim Industries LimitedMaterials2.05%
20Dabur India LimitedConsumer Staples1.9%
21Jio Financial Services LimitedFinancial Services1.88%
22NBCC (India) LimitedIndustrials1.48%
23Axis Bank LimitedFinancial Services1.47%
24Clearing Corporation of India Ltdother1.06%
25UPL LimitedMaterials0.88%
26Hindustan Unilever LimitedConsumer Staples0.6%
27364 Days Tbill (MD )tbill0.24%
28Hindustan Unilever Ltdother-0.61%
29UPL Ltdother-0.89%
30Axis Bank Ltdother-1.48%
31National Buildings Construction Corporation Ltdother-1.48%
32Jio Financial Services Ltdother-1.89%
33Dabur India Ltdother-1.9%
34Grasim Industries Ltdother-2.05%
35Bank of Barodaother-2.14%
36Punjab National Bankother-2.5%
37Ambuja Cements Ltdother-2.63%
38Bharti Airtel Ltdother-3.26%
39Varun Beverages Limitedother-4.01%
40PNB Housing Finance Ltdother-4.03%
41HDFC Asset Management Company Ltdother-4.06%
42HDFC Bank Ltdother-4.34%
43ICICI Bank Ltdother-4.92%
44Titan Company Ltdother-5.23%
45Vodafone Idea Ltdother-5.94%
46Havells India Ltdother-6.14%
47Reliance Industries Ltdother-7.47%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 7.45% of PGIM INDIA ARBITRAGE FUND's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Havells India Limited is 6.12% of PGIM INDIA ARBITRAGE FUND's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Vodafone Idea Limited is 5.91% of PGIM INDIA ARBITRAGE FUND's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Titan Company Limited is 5.22% of PGIM INDIA ARBITRAGE FUND's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 4.94% of PGIM INDIA 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: PGIM India 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.