← Helios Mutual Fund

Helios Financial Services Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
28
Aug 2026
Equity Holdings
₹209.50 Cr
Equity only, excl. debt & cash
AAUM
₹190.85 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
46.5%
High concentration
Top 10 Weight
67.9%
High concentration
Changes
32
3 new · 4 exits
Top Sector
Banks
37.9% 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 made 3 new additions and exited 4 stocks this month. The biggest new buy was Aditya Birla Capital Limited (Finance) at 1.70% weight. Muthoot Finance Limited was the biggest exit (Finance), which was held at 2.83%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 8.38% of the portfolio. HDFC Bank Limited was trimmed the most, now at 11.07%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 37.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 38.7% 37.9% -0.8%
Finance 28.6% 26.7% -1.9%
Capital Markets 24.4% 25.5% +1.1%
Financial Technology (Fintech) 6.8% 9.3% +2.5%
🟢
Biggest New Buy
Aditya Birla Capital Limited
1.70% weight · Finance
🔴
Biggest Exit
Muthoot Finance Limited
2.83% was held · Finance
Biggest Add
One 97 Communications Limited
+1.57% · now 8.38%
Biggest Trim
HDFC Bank Limited
-1.06% · now 11.07%
🤝 Other funds also bought this month
PB Fintech Limited 37 funds
PB Fintech Limited
Mirae Asset BSE Select IPO ETF
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Gaja Alternative AMC Limited 17 funds
Gaja Alternative AMC Limited
Invesco India Financial Services Fund
Groww Banking & Financial Services Fund - Direct Plan - Growth
TRUSTMF Flexi Cap Fund-Direct Plan- Growth + more
Aditya Birla Capital Limited 13 funds
Aditya Birla Capital Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Abakkus Large & Mid cap Fund
Baroda BNP Paribas Services Fund + more
👋 Other funds also exited
BSE Limited 53 funds
BSE Limited
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH
Kotak Nifty Midcap 50 ETF + more
Muthoot Finance Limited 20 funds
Muthoot Finance Limited
Mirae Asset Nifty 200 Alpha 30 ETF
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option + more
Aadhar Housing Finance Limited 9 funds
Aadhar Housing Finance Limited
WhiteOak Capital Quality Equity Fund Direct Plan Growth
WhiteOak Capital Mid Cap Fund Direct Plan Growth
Helios Small Cap Fund - Direct Plan - Growth Option + more
India Shelter Finance Corporation Limited 5 funds
India Shelter Finance Corporation Limited
WhiteOak Capital Quality Equity Fund Direct Plan Growth
Kotak Midcap Fund - Direct Plan - Growth
Kotak Banking & Financial Services Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 4 Exits ↑ 14 Increased ↓ 11 Decreased
#StockSectorWeight (Aug 2026)
1
Aditya Birla Capital Limited
₹3.58 Cr
Finance 1.70%
2
PB Fintech Limited
₹1.93 Cr
Financial Technology (Fintech) 0.92%
3
Gaja Alternative AMC Limited
₹1.58 Cr
Capital Markets 0.75%
#StockSectorLast Weight (Jul 2026)
1
Muthoot Finance Limited
₹5.74 Cr
Finance 2.83%
2
BSE Limited
₹4.08 Cr
Capital Markets 2.01%
3
India Shelter Finance Corporation Limited
₹3.12 Cr
Finance 1.54%
4
Aadhar Housing Finance Limited
₹1.40 Cr
Finance 0.69%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹17.67 Cr
Financial Technology (Fintech) 6.81% 8.38% +1.57%
2
Prudent Corporate Advisory Services Limited
₹5.71 Cr
Capital Markets 1.62% 2.71% +1.09%
3
Piramal Finance Ltd
₹4.61 Cr
Finance 1.44% 2.19% +0.75%
4
Motilal Oswal Financial Services Limited
₹8.85 Cr
Capital Markets 3.56% 4.20% +0.64%
5
360 One WAM Limited
₹4.12 Cr
Capital Markets 1.32% 1.95% +0.63%
6
Multi Commodity Exchange of India Limited
₹7.24 Cr
Capital Markets 2.82% 3.43% +0.61%
7
Poonawalla Fincorp Limited
₹3.69 Cr
Finance 1.19% 1.75% +0.56%
8
Shriram Finance Limited
₹10.29 Cr
Finance 4.40% 4.88% +0.48%
9
City Union Bank Limited
₹4.40 Cr
Banks 1.71% 2.09% +0.38%
10
Cholamandalam Investment and Finance Company Ltd
₹7.30 Cr
Finance 3.19% 3.46% +0.27%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹23.34 Cr
Banks 12.13% 11.07% -1.06%
2
Bajaj Finance Limited
₹15.51 Cr
Finance 8.25% 7.35% -0.90%
3
ICICI Bank Limited
₹28.27 Cr
Banks 13.74% 13.40% -0.34%
4
SBI Funds Management Limited
₹10.06 Cr
Capital Markets 5.05% 4.77% -0.28%
5
Aavas Financiers Limited
₹2.29 Cr
Finance 1.21% 1.08% -0.13%
6
Computer Age Management Services Limited
₹4.02 Cr
Capital Markets 2.01% 1.90% -0.11%
7
Billionbrains Garage Ventures Ltd
₹3.42 Cr
Capital Markets 1.70% 1.62% -0.08%
8
ICICI Prudential Asset Management Company Limited
₹3.07 Cr
Capital Markets 1.54% 1.46% -0.08%
9
HDFC Asset Management Company Limited
₹3.22 Cr
Capital Markets 1.58% 1.53% -0.05%
10
State Bank of India
₹13.37 Cr
Banks 6.38% 6.34% -0.04%

What Stocks Does This Fund Hold?

28 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹28.27 Cr
Banks
13.40%
2
₹23.34 Cr
Banks
11.07%
3
₹17.67 Cr
Financial Technology (Fintech)
8.38%
4
₹15.51 Cr
Finance
7.35%
5
₹13.37 Cr
Banks
6.34%
6
₹10.29 Cr
Finance
4.88%
7
₹10.06 Cr
Capital Markets
4.77%
8
₹8.85 Cr
Capital Markets
4.20%
9
₹8.54 Cr
Banks
4.05%
10
₹7.30 Cr
Finance
3.46%
🏆 Top stocks held by Equity funds
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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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