← Helios Mutual Fund

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

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
60
Aug 2026
Equity Holdings
₹1,462.69 Cr
Equity only, excl. debt & cash
AAUM
₹895.11 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.7%
Diversified
Top 10 Weight
33.2%
Diversified
Changes
62
4 new · 3 exits
Top Sector
Capital Markets
10.6% 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 4 new additions and exited 3 stocks this month. The biggest new buy was Coforge Limited (IT - Software) at 2.42% weight. Dixon Technologies (India) Limited was the biggest exit (Consumer Durables), which was held at 3.00%. Among existing holdings, Apollo Hospitals Enterprise Limited saw the biggest increase — now at 1.97% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.63%. One 97 Communications Limited remains the top holding with Capital Markets the dominant sector at 10.6%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Capital Markets 10.3% 10.6% +0.3%
Banks 10.9% 9.8% -1.1%
Finance 9.3% 8.6% -0.7%
Retailing 5.6% 5.8% +0.2%
Electrical Equipment 4.8% 5.4% +0.6%
Transport Infrastructure 5.8% 5.0% -0.8%
Financial Technology (Fintech) 4.2% 5.0% +0.8%
Auto Components 3.4% 4.3% +0.9%
Healthcare Services 3.1% 3.7% +0.7%
Pharmaceuticals & Biotechnology 3.7% 3.7% +0.0%
🟢
Biggest New Buy
Coforge Limited
2.42% weight · IT - Software
🔴
Biggest Exit
Dixon Technologies (India) Limited
3.00% was held · Consumer Durables
Biggest Add
Apollo Hospitals Enterprise Limited
+0.86% · now 1.97%
Biggest Trim
HDFC Bank Limited
-0.87% · now 2.63%
🤝 Other funds also bought this month
Coforge Limited 38 funds
Coforge Limited
Groww Large Cap Fund
JM Aggressive Hybrid Fund
DSP Multi Cap Fund + more
Hero MotoCorp Limited 17 funds
Hero MotoCorp Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
DSP Multi Cap Fund
Mirae Asset Multicap Fund - Direct Plan - Growth + more
Bosch Limited 15 funds
Bosch Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Franklin India Multi Cap Fund - Direct - Growth
Mirae Asset Nifty Next 50 ETF + more
SBI Funds Management Limited 10 funds
SBI Funds Management Limited
WCBA-THE WEALTH COMPANY BALANCED ADVT FUND
Groww Large Cap Fund
WCMA-THE WEALTH COMPANY MULTIASSET ALLOC 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
Dixon Technologies (India) Limited 46 funds
Dixon Technologies (India) Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak Nifty200 Quality 30 ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Muthoot Finance Limited 20 funds
Muthoot Finance Limited
Helios Financial Services Fund - Direct Plan - Growth Option
Mirae Asset Nifty 200 Alpha 30 ETF
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 3 Exits ↑ 20 Increased ↓ 35 Decreased
#StockSectorWeight (Aug 2026)
1
Coforge Limited
₹35.66 Cr
IT - Software 2.42%
2
Hero MotoCorp Limited
₹14.01 Cr
Automobiles 0.95%
3
Bosch Limited
₹11.40 Cr
Auto Components 0.77%
4
SBI Funds Management Limited
₹11.16 Cr
Capital Markets 0.76%
#StockSectorLast Weight (Jul 2026)
1
Dixon Technologies (India) Limited
₹41.52 Cr
Consumer Durables 3.00%
2
BSE Limited
₹13.92 Cr
Capital Markets 1.01%
3
Muthoot Finance Limited
₹10.99 Cr
Finance 0.80%
#StockSectorJul 2026Aug 2026Change
1
Apollo Hospitals Enterprise Limited
₹28.97 Cr
Healthcare Services 1.11% 1.97% +0.86%
2
One 97 Communications Limited
₹73.40 Cr
Financial Technology (Fintech) 4.15% 4.98% +0.83%
3
Multi Commodity Exchange of India Limited
₹29.21 Cr
Capital Markets 1.23% 1.98% +0.75%
4
Bharat Electronics Limited
₹37.14 Cr
Aerospace & Defense 2.00% 2.52% +0.52%
5
Apar Industries Limited
₹28.22 Cr
Electrical Equipment 1.40% 1.92% +0.52%
6
Titan Company Limited
₹47.62 Cr
Consumer Durables 2.90% 3.23% +0.33%
7
InterGlobe Aviation Limited
₹35.35 Cr
Transport Services 2.13% 2.40% +0.27%
8
UNO Minda Limited
₹21.89 Cr
Auto Components 1.24% 1.49% +0.25%
9
Hitachi Energy India Limited
₹17.90 Cr
Electrical Equipment 1.00% 1.22% +0.22%
10
GlaxoSmithKline Pharmaceuticals Limited
₹22.03 Cr
Pharmaceuticals & Biotechnology 1.29% 1.50% +0.21%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹38.68 Cr
Banks 3.50% 2.63% -0.87%
2
Bharti Airtel Limited
₹17.29 Cr
Telecom - Services 1.91% 1.17% -0.74%
3
Reliance Industries Limited
₹23.62 Cr
Petroleum Products 2.28% 1.60% -0.68%
4
Adani Ports and Special Economic Zone Limited
₹56.14 Cr
Transport Infrastructure 4.33% 3.81% -0.52%
5
Cummins India Limited
₹28.67 Cr
Industrial Products 2.24% 1.95% -0.29%
6
Page Industries Limited
₹18.47 Cr
Textiles & Apparels 1.51% 1.25% -0.26%
7
GMR Airports Limited
₹17.70 Cr
Transport Infrastructure 1.44% 1.20% -0.24%
8
Fortis Healthcare Limited
₹26.00 Cr
Healthcare Services 1.96% 1.76% -0.20%
9
ICICI Bank Limited
₹54.22 Cr
Banks 3.87% 3.68% -0.19%
10
Marico Limited
₹19.47 Cr
Agricultural Food & other Products 1.50% 1.32% -0.18%

What Stocks Does This Fund Hold?

60 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹73.40 Cr
Financial Technology (Fintech)
4.98%
2
₹59.42 Cr
Retailing
4.03%
3
₹56.14 Cr
Transport Infrastructure
3.81%
4
₹54.22 Cr
Banks
3.68%
5
₹47.62 Cr
Consumer Durables
3.23%
6
₹42.00 Cr
Finance
2.85%
7
₹41.25 Cr
Metals & Minerals Trading
2.80%
8
₹39.05 Cr
Realty
2.65%
9
₹38.68 Cr
Banks
2.63%
10
₹37.23 Cr
Construction
2.53%
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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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