Star Portfolios

HDFC Mutual Fund HDFC Arbitrage Fund

Institution · data to Jun 2026

Disclosed value

₹13,841 Cr

Jun 2026 closes

At current prices

Current holdings

5

Tracked since

Jun 2023

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

+0.27pp₹10,570 Cr
-0.03pp₹1,673 Cr
+0.19pp₹755 Cr
NEW₹528 Cr
-0.23pp₹316 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, HDFC Mutual Fund HDFC Arbitrage Fund — an institution tracked through public shareholding filings — disclosed 5 holdings in Indian listed companies worth ₹13,841 crore. The same holdings-at-filing-value basis put it at ₹361 crore in Mar 2026 (+3734%). Solomo carries these filings back to Jun 2023.

Largest disclosed positions in Jun 2026: Maruti Suzuki India Ltd (MARUTI2.34% of the company, ₹10,570 crore); Union Bank of India (UNIONBANK1.34% of the company, ₹1,673 crore); Supreme Industries Ltd (SUPREMEIND1.84% of the company, ₹755 crore); Amber Enterprises India Ltd (AMBER2.00% of the company, ₹528 crore); LIC Housing Finance Ltd (LICHSGFIN1.04% of the company, ₹316 crore).

Changes in the Jun 2026 filings: newly disclosed — Amber Enterprises India Ltd. Stake reduced in LIC Housing Finance Ltd (−0.23 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Jun 2026₹13,841 Cr+3734%
Mar 2026₹361 Cr−96.4%
Dec 2025₹10,040 Cr+24.4%
Sep 2025₹8,069 Cr−62.1%
Jun 2025₹21,287 Cr+33.3%
Mar 2025₹15,969 Cr+166.7%
Dec 2024₹5,988 Cr−58.1%
Sep 2024₹14,305 Cr+64.9%
All star portfolios 20 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.