← Helios Mutual Fund

Helios Large & Mid Cap Fund - Direct Plan - Growth Option

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
59
Jul 2026
Equity Holdings
₹1,372.13 Cr
Equity only, excl. debt & cash
AAUM
₹895.11 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.8%
Diversified
Top 10 Weight
33.8%
Diversified
Changes
60
1 new · 2 exits
Top Sector
Banks
10.9% of portfolio
Launch Date
10 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹895.11 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 Large & Mid Cap Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Escorts Kubota Limited (Agricultural, Commercial & Construction Vehicles) at 1.52% weight. Hindustan Petroleum Corporation Limited was the biggest exit (Petroleum Products), which was held at 1.73%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 4.15% of the portfolio. Multi Commodity Exchange of India Limited was trimmed the most, now at 1.23%. Adani Ports and Special Economic Zone Limited remains the top holding with Banks the dominant sector at 10.9%. ↓ 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 11.2% 11.8% +0.6%
Capital Markets 12.4% 11.2% -1.2%
Finance 6.0% 8.1% +2.1%
Transport Infrastructure 5.8% 6.2% +0.4%
Consumer Durables 2.0% 5.5% +3.5%
Retailing 5.4% 4.9% -0.4%
Electrical Equipment 6.1% 4.6% -1.5%
Petroleum Products 2.9% 4.1% +1.2%
Pharmaceuticals & Biotechnology 2.3% 3.3% +1.0%
Realty 3.3% 3.2% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 11.8% 10.9% -0.9%
Capital Markets 11.2% 10.3% -0.9%
Finance 8.1% 9.3% +1.2%
Consumer Durables 5.5% 5.9% +0.4%
Transport Infrastructure 6.2% 5.8% -0.4%
Retailing 4.9% 5.6% +0.7%
Electrical Equipment 4.6% 4.8% +0.1%
Financial Technology (Fintech) 2.9% 4.2% +1.3%
Pharmaceuticals & Biotechnology 3.3% 3.7% +0.4%
Realty 3.2% 3.4% +0.2%
🟢
Biggest New Buy
Escorts Kubota Limited
1.52% weight · Agricultural, Commercial & Construction Vehicles
🔴
Biggest Exit
Hindustan Petroleum Corporation Limited
1.73% was held · Petroleum Products
Biggest Add
One 97 Communications Limited
+1.30% · now 4.15%
Biggest Trim
Multi Commodity Exchange of India Limited
-1.22% · now 1.23%
🤝 Other funds also bought this month
Escorts Kubota Limited 9 funds
Escorts Kubota Limited
Nippon India MNC Fund
Helios Mid Cap Fund - Direct Plan - Growth Option
SBI Nifty Midcap150 ETF + 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
🟢 1 New Entry 🔴 2 Exits ↑ 24 Increased ↓ 33 Decreased
#StockSectorWeight (Jul 2026)
1
Escorts Kubota Limited
₹20.96 Cr
Agricultural, Commercial & Construction Vehicles 1.52%
#StockSectorLast Weight (Jun 2026)
1
Hindustan Petroleum Corporation Limited
₹22.49 Cr
Petroleum Products 1.73%
2
Varun Beverages Limited
₹19.00 Cr
Beverages 1.46%
#StockSectorJun 2026Jul 2026Change
1
One 97 Communications Limited
₹57.41 Cr
Financial Technology (Fintech) 2.85% 4.15% +1.30%
2
360 One WAM Limited
₹24.04 Cr
Capital Markets 0.68% 1.74% +1.06%
3
Bajaj Finance Limited
₹36.71 Cr
Finance 1.88% 2.66% +0.78%
4
UNO Minda Limited
₹17.10 Cr
Auto Components 0.71% 1.24% +0.53%
5
Swiggy Limited
₹13.67 Cr
Retailing 0.47% 0.99% +0.52%
6
Aditya Birla Capital Limited
₹20.66 Cr
Finance 1.00% 1.49% +0.49%
7
Siemens Energy India Limited
₹13.53 Cr
Electrical Equipment 0.62% 0.98% +0.36%
8
Marico Limited
₹20.68 Cr
Agricultural Food & other Products 1.19% 1.50% +0.31%
9
Nippon Life India Asset Management Limited
₹20.58 Cr
Capital Markets 1.18% 1.49% +0.31%
10
Dixon Technologies (India) Limited
₹41.52 Cr
Consumer Durables 2.70% 3.00% +0.30%
#StockSectorJun 2026Jul 2026Change
1
Multi Commodity Exchange of India Limited
₹17.03 Cr
Capital Markets 2.45% 1.23% -1.22%
2
BSE Limited
₹13.92 Cr
Capital Markets 1.90% 1.01% -0.89%
3
Adani Ports and Special Economic Zone Limited
₹59.79 Cr
Transport Infrastructure 4.89% 4.33% -0.56%
4
HDFC Bank Limited
₹48.41 Cr
Banks 3.96% 3.50% -0.46%
5
Larsen & Toubro Limited
₹36.26 Cr
Construction 2.93% 2.62% -0.31%
6
Bharat Electronics Limited
₹27.68 Cr
Aerospace & Defense 2.25% 2.00% -0.25%
7
Apar Industries Limited
₹19.29 Cr
Electrical Equipment 1.62% 1.40% -0.22%
8
InterGlobe Aviation Limited
₹29.39 Cr
Transport Services 2.34% 2.13% -0.21%
9
Adani Enterprises Limited
₹38.34 Cr
Metals & Minerals Trading 2.97% 2.77% -0.20%
10
Cummins India Limited
₹31.00 Cr
Industrial Products 2.44% 2.24% -0.20%

What Stocks Does This Fund Hold?

59 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹59.79 Cr
Transport Infrastructure
4.33%
2
₹57.41 Cr
Financial Technology (Fintech)
4.15%
3
₹54.77 Cr
Retailing
3.96%
4
₹53.52 Cr
Banks
3.87%
5
₹48.41 Cr
Banks
3.50%
6
₹41.52 Cr
Consumer Durables
3.00%
7
₹40.14 Cr
Consumer Durables
2.90%
8
₹38.34 Cr
Metals & Minerals Trading
2.77%
9
₹36.71 Cr
Finance
2.66%
10
₹36.26 Cr
Construction
2.62%
🏆 Top stocks held by Mid Cap 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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