← Helios Mutual Fund

Helios Balanced Advantage Fund- Direct Plan- Growth Option

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
50
Jul 2026
Equity Holdings
₹248.05 Cr
Equity only, excl. debt & cash
AAUM
₹300.59 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.2%
Diversified
Top 10 Weight
37.1%
Diversified
Changes
48
2 new · 2 exits
Top Sector
Banks
19.7% of portfolio
Launch Date
11 Mar 2024
2 years old

AAUM (Average Assets Under Management) of ₹300.59 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Helios Balanced Advantage Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was SBI Funds Management Limited (Capital Markets) at 0.72% weight. Varun Beverages Limited was the biggest exit (Beverages), which was held at 1.72%. Among existing holdings, Adani Enterprises Limited saw the biggest increase — now at 2.39% of the portfolio. Multi Commodity Exchange of India Limited was trimmed the most, now at 1.03%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 19.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 22.4% 19.8% -2.6%
Finance 10.0% 10.6% +0.6%
Capital Markets 6.4% 7.8% +1.4%
Telecom - Services 5.7% 6.0% +0.3%
Pharmaceuticals & Biotechnology 3.2% 4.4% +1.2%
Transport Infrastructure 4.0% 4.2% +0.2%
Healthcare Services 3.5% 3.8% +0.3%
Power 3.4% 3.4% 0.0%
Petroleum Products 5.6% 3.1% -2.5%
Financial Technology (Fintech) 4.2% 3.0% -1.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.8% 19.7% -0.2%
Finance 10.6% 11.1% +0.5%
Capital Markets 7.8% 7.3% -0.5%
Telecom - Services 6.0% 6.1% +0.1%
Pharmaceuticals & Biotechnology 4.4% 4.9% +0.6%
Transport Infrastructure 4.2% 3.9% -0.3%
Healthcare Services 3.8% 3.8% 0.0%
Financial Technology (Fintech) 3.0% 3.5% +0.5%
Power 3.4% 3.5% +0.1%
Retailing 2.8% 3.2% +0.4%
🟢
Biggest New Buy
SBI Funds Management Limited
0.72% weight · Capital Markets
🔴
Biggest Exit
Varun Beverages Limited
1.72% was held · Beverages
Biggest Add
Adani Enterprises Limited
+1.34% · now 2.39%
Biggest Trim
Multi Commodity Exchange of India Limited
-1.02% · now 1.03%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more
👋 Other funds also exited
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Varun Beverages Limited 30 funds
Varun Beverages Limited
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
ITI Focused Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 2 Exits ↑ 20 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Funds Management Limited
₹2.10 Cr
Capital Markets 0.72%
2
Ather Energy Limited
₹1.11 Cr
Automobiles 0.38%
#StockSectorLast Weight (Jun 2026)
1
Varun Beverages Limited
₹4.99 Cr
Beverages 1.72%
2
Hindustan Petroleum Corporation Limited
₹2.17 Cr
Petroleum Products 0.75%
#StockSectorJun 2026Jul 2026Change
1
Adani Enterprises Limited
₹6.95 Cr
Metals & Minerals Trading 1.05% 2.39% +1.34%
2
One 97 Communications Limited
₹10.30 Cr
Financial Technology (Fintech) 3.01% 3.53% +0.52%
3
Divi's Laboratories Limited
₹6.77 Cr
Pharmaceuticals & Biotechnology 1.90% 2.32% +0.42%
4
Eternal Limited
₹9.31 Cr
Retailing 2.80% 3.19% +0.39%
5
Bajaj Finance Limited
₹9.31 Cr
Finance 2.82% 3.19% +0.37%
6
Bharti Airtel Limited
₹13.45 Cr
Telecom - Services 4.34% 4.62% +0.28%
7
ICICI Bank Limited
₹15.49 Cr
Banks 5.10% 5.32% +0.22%
8
Torrent Pharmaceuticals Limited
₹4.69 Cr
Pharmaceuticals & Biotechnology 1.46% 1.61% +0.15%
9
Punjab National Bank
₹6.49 Cr
Banks 2.11% 2.23% +0.12%
10
Adani Energy Solutions Limited
₹3.43 Cr
Power 1.07% 1.18% +0.11%
#StockSectorJun 2026Jul 2026Change
1
Multi Commodity Exchange of India Limited
₹2.99 Cr
Capital Markets 2.05% 1.03% -1.02%
2
Adani Ports and Special Economic Zone Limited
₹11.39 Cr
Transport Infrastructure 4.18% 3.91% -0.27%
3
HDFC Bank Limited
₹10.87 Cr
Banks 3.99% 3.73% -0.26%
4
Axis Bank Limited
₹6.76 Cr
Banks 2.54% 2.32% -0.22%
5
Siemens Energy India Limited
₹3.59 Cr
Electrical Equipment 1.41% 1.23% -0.18%
6
Vodafone Idea Limited
₹4.37 Cr
Telecom - Services 1.67% 1.50% -0.17%
7
Coal India Limited
₹6.41 Cr
Consumable Fuels 2.34% 2.20% -0.14%
8
Bharat Electronics Limited
₹6.29 Cr
Aerospace & Defense 2.29% 2.16% -0.13%
9
ICICI Prudential Asset Management Company Limited
₹3.89 Cr
Capital Markets 1.42% 1.33% -0.09%
10
Motilal Oswal Financial Services Limited
₹2.15 Cr
Capital Markets 0.82% 0.74% -0.08%

What Stocks Does This Fund Hold?

50 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹15.49 Cr
Banks
5.32%
2
₹13.45 Cr
Telecom - Services
4.62%
3
₹11.39 Cr
Transport Infrastructure
3.91%
4
₹10.87 Cr
Banks
3.73%
5
₹10.49 Cr
Finance
3.60%
6
₹10.38 Cr
Banks
3.56%
7
₹10.30 Cr
Financial Technology (Fintech)
3.53%
8
₹9.31 Cr
Retailing
3.19%
9
₹9.31 Cr
Finance
3.19%
10
₹7.26 Cr
Banks
2.49%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 Helios Mutual Fund — Portfolio & Holdings
See all funds managed by Helios Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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