← Helios Mutual Fund

Helios Financial Services Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
29
Jul 2026
Equity Holdings
₹200.05 Cr
Equity only, excl. debt & cash
AAUM
₹190.85 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
47.3%
High concentration
Top 10 Weight
67.5%
High concentration
Changes
28
4 new · 0 exits
Top Sector
Banks
38.7% of portfolio
Launch Date
31 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹190.85 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 Financial Services Fund added 4 new stocks to its portfolio this month. The biggest new buy was SBI Funds Management Limited (Capital Markets) at 5.05% weight. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 8.25% of the portfolio. HDFC Bank Limited was trimmed the most, now at 12.13%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 38.7%. ↓ 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 44.4% 42.3% -2.1%
Capital Markets 22.5% 26.8% +4.3%
Finance 23.8% 24.9% +1.1%
Financial Technology (Fintech) 6.1% 5.9% -0.2%
Insurance 1.4% 0.0% -1.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 42.3% 38.7% -3.7%
Finance 24.9% 28.6% +3.7%
Capital Markets 26.8% 24.4% -2.4%
Financial Technology (Fintech) 5.9% 6.8% +0.9%
🟢
Biggest New Buy
SBI Funds Management Limited
5.05% weight · Capital Markets
Biggest Add
Bajaj Finance Limited
+1.81% · now 8.25%
Biggest Trim
HDFC Bank Limited
-4.20% · now 12.13%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
IDFC First Bank Limited 16 funds
IDFC First Bank Limited
Kotak Nifty Private Bank ETF
Bajaj Finserv BSE Top 10 Banks ETF
Edelweiss BSE Top 10 Bank ETF + more
Poonawalla Fincorp Limited 5 funds
Poonawalla Fincorp Limited
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Helios Mid Cap Fund - Direct Plan - Growth Option
Helios Small Cap Fund - Direct Plan - Growth Option + more
Prudent Corporate Advisory Services Limited 3 funds
Prudent Corporate Advisory Services Limited
Baroda BNP Paribas Banking & Financial Services Fund
WhiteOak Capital Special Opportunities Fund - Direct Growth
Kotak Services Fund - Direct - Growth

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries ↑ 5 Increased ↓ 19 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Funds Management Limited
₹10.26 Cr
Capital Markets 5.05%
2
Prudent Corporate Advisory Services Limited
₹3.29 Cr
Capital Markets 1.62%
3
Poonawalla Fincorp Limited
₹2.42 Cr
Finance 1.19%
4
IDFC First Bank Limited
₹1.47 Cr
Banks 0.72%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finance Limited
₹16.75 Cr
Finance 6.44% 8.25% +1.81%
2
Cholamandalam Investment and Finance Company Ltd
₹6.48 Cr
Finance 2.13% 3.19% +1.06%
3
One 97 Communications Limited
₹13.82 Cr
Financial Technology (Fintech) 5.87% 6.81% +0.94%
4
ICICI Bank Limited
₹27.91 Cr
Banks 13.35% 13.74% +0.39%
5
Shriram Finance Limited
₹8.95 Cr
Finance 4.19% 4.40% +0.21%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹24.63 Cr
Banks 16.33% 12.13% -4.20%
2
BSE Limited
₹4.08 Cr
Capital Markets 4.82% 2.01% -2.81%
3
Multi Commodity Exchange of India Limited
₹5.73 Cr
Capital Markets 5.55% 2.82% -2.73%
4
Computer Age Management Services Limited
₹4.09 Cr
Capital Markets 3.36% 2.01% -1.35%
5
Motilal Oswal Financial Services Limited
₹7.23 Cr
Capital Markets 4.28% 3.56% -0.72%
6
Axis Bank Limited
₹8.08 Cr
Banks 4.42% 3.98% -0.44%
7
360 One WAM Limited
₹2.68 Cr
Capital Markets 1.72% 1.32% -0.40%
8
ICICI Prudential Asset Management Company Limited
₹3.12 Cr
Capital Markets 1.93% 1.54% -0.39%
9
HDFC Asset Management Company Limited
₹3.21 Cr
Capital Markets 1.88% 1.58% -0.30%
10
Nippon Life India Asset Management Limited
₹2.41 Cr
Capital Markets 1.44% 1.19% -0.25%

What Stocks Does This Fund Hold?

29 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹27.91 Cr
Banks
13.74%
2
₹24.63 Cr
Banks
12.13%
3
₹16.75 Cr
Finance
8.25%
4
₹13.82 Cr
Financial Technology (Fintech)
6.81%
5
₹12.96 Cr
Banks
6.38%
6
₹10.26 Cr
Capital Markets
5.05%
7
₹8.95 Cr
Finance
4.40%
8
₹8.08 Cr
Banks
3.98%
9
₹7.23 Cr
Capital Markets
3.56%
10
₹6.48 Cr
Finance
3.19%
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🏦 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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