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Helios 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
72
Aug 2026
Equity Holdings
₹2,218.34 Cr
Equity only, excl. debt & cash
AAUM
₹1,450.41 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.9%
Diversified
Top 10 Weight
25.9%
Diversified
Changes
74
7 new · 3 exits
Top Sector
Capital Markets
11.2% of portfolio
Launch Date
20 Feb 2025
1 years old

AAUM (Average Assets Under Management) of ₹1,450.41 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 Mid Cap Fund made 7 new additions and exited 3 stocks this month. The biggest new buy was Coforge Limited (IT - Software) at 2.39% weight. Dixon Technologies (India) Limited was the biggest exit (Consumer Durables), which was held at 2.94%. Among existing holdings, Poonawalla Fincorp Limited saw the biggest increase — now at 1.34% of the portfolio. Page Industries Limited was trimmed the most, now at 1.87%. One 97 Communications Limited remains the top holding with Capital Markets the dominant sector at 11.2%. ↓ 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
Capital Markets 14.0% 11.1% -2.9%
Auto Components 8.0% 10.3% +2.3%
Finance 9.2% 9.6% +0.4%
Pharmaceuticals & Biotechnology 5.8% 6.2% +0.5%
Healthcare Services 5.5% 5.9% +0.4%
Textiles & Apparels 5.6% 5.7% +0.1%
Electrical Equipment 7.0% 5.4% -1.6%
Retailing 5.3% 5.3% -0.1%
Banks 2.9% 3.8% +0.9%
Consumer Durables 2.9% 3.3% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Capital Markets 11.1% 11.2% +0.1%
Auto Components 10.3% 11.1% +0.8%
Finance 9.6% 9.8% +0.2%
Pharmaceuticals & Biotechnology 6.2% 7.0% +0.7%
Electrical Equipment 5.4% 5.8% +0.4%
Healthcare Services 5.9% 5.1% -0.8%
Retailing 5.3% 5.0% -0.3%
Textiles & Apparels 5.7% 4.9% -0.8%
Financial Technology (Fintech) 3.1% 4.5% +1.4%
Banks 3.8% 3.7% -0.1%
🟢
Biggest New Buy
Coforge Limited
2.39% weight · IT - Software
🔴
Biggest Exit
Dixon Technologies (India) Limited
2.94% was held · Consumer Durables
Biggest Add
Poonawalla Fincorp Limited
+0.99% · now 1.34%
Biggest Trim
Page Industries Limited
-0.54% · now 1.87%
🤝 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
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
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
Netweb Technologies India Limited 14 funds
Netweb Technologies India Limited
HDFC INNOVATION FUND - DIRECT PLAN - GROWTH OPTION
Invesco India Flexi Cap Fund - Direct Plan - Growth
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH + more
Lalithaa Jewellery Mart Ltd 11 funds
Lalithaa Jewellery Mart Ltd
Samco Small Cap Fund
Samco Multi Cap Fund
Bank of India Business Cycle Fund - Direct Plan - Growth + more
Concord Biotech Limited 8 funds
Concord Biotech Limited
SBI Balanced Hybrid Fund
Helios Small Cap Fund - Direct Plan - Growth Option
Mirae Asset Nifty 500 Healthcare ETF + more
👋 Other funds also exited
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
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
Black Box Limited 2 funds
Black Box Limited
quant ESG Integration Strategy Fund
Helios Small Cap Fund - Direct Plan - Growth Option

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 7 New Entries 🔴 3 Exits ↑ 19 Increased ↓ 45 Decreased
#StockSectorWeight (Aug 2026)
1
Coforge Limited
₹53.34 Cr
IT - Software 2.39%
2
PB Fintech Limited
₹23.04 Cr
Financial Technology (Fintech) 1.03%
3
Concord Biotech Limited
₹19.53 Cr
Pharmaceuticals & Biotechnology 0.88%
4
Saregama India Limited
₹18.73 Cr
Entertainment 0.84%
5
Netweb Technologies India Limited
₹18.20 Cr
IT - Services 0.82%
6
Bosch Limited
₹17.25 Cr
Auto Components 0.77%
7
Lalithaa Jewellery Mart Ltd
₹16.17 Cr
Consumer Durables 0.73%
#StockSectorLast Weight (Jul 2026)
1
Dixon Technologies (India) Limited
₹57.38 Cr
Consumer Durables 2.94%
2
Aadhar Housing Finance Limited
₹8.66 Cr
Finance 0.44%
3
Black Box Limited
₹5.30 Cr
IT - Services 0.27%
#StockSectorJul 2026Aug 2026Change
1
Poonawalla Fincorp Limited
₹29.79 Cr
Finance 0.35% 1.34% +0.99%
2
Multi Commodity Exchange of India Limited
₹37.39 Cr
Capital Markets 1.19% 1.68% +0.49%
3
One 97 Communications Limited
₹76.45 Cr
Financial Technology (Fintech) 3.06% 3.43% +0.37%
4
APL Apollo Tubes Limited
₹39.69 Cr
Industrial Products 1.43% 1.78% +0.35%
5
Ather Energy Limited
₹46.65 Cr
Automobiles 1.75% 2.09% +0.34%
6
GlaxoSmithKline Pharmaceuticals Limited
₹51.35 Cr
Pharmaceuticals & Biotechnology 2.01% 2.30% +0.29%
7
EDELWEISS FINANCIAL SERVICES LIMITED
₹20.67 Cr
Finance 0.64% 0.93% +0.29%
8
Motilal Oswal Financial Services Limited
₹54.14 Cr
Capital Markets 2.15% 2.43% +0.28%
9
UNO Minda Limited
₹51.22 Cr
Auto Components 2.03% 2.30% +0.27%
10
Apar Industries Limited
₹65.77 Cr
Electrical Equipment 2.73% 2.95% +0.22%
#StockSectorJul 2026Aug 2026Change
1
Page Industries Limited
₹41.70 Cr
Textiles & Apparels 2.41% 1.87% -0.54%
2
GMR Airports Limited
₹41.11 Cr
Transport Infrastructure 2.37% 1.84% -0.53%
3
Fortis Healthcare Limited
₹54.33 Cr
Healthcare Services 2.90% 2.44% -0.46%
4
Marico Limited
₹45.26 Cr
Agricultural Food & other Products 2.46% 2.03% -0.43%
5
Schaeffler India Limited
₹46.23 Cr
Auto Components 2.41% 2.07% -0.34%
6
The Phoenix Mills Limited
₹52.66 Cr
Realty 2.69% 2.36% -0.33%
7
Nippon Life India Asset Management Limited
₹54.74 Cr
Capital Markets 2.78% 2.46% -0.32%
8
Aditya Birla Capital Limited
₹53.91 Cr
Finance 2.73% 2.42% -0.31%
9
Sundaram Finance Limited
₹37.61 Cr
Finance 1.98% 1.69% -0.29%
10
Physicswallah Ltd
₹28.97 Cr
Other Consumer Services 1.59% 1.30% -0.29%

What Stocks Does This Fund Hold?

72 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹76.45 Cr
Financial Technology (Fintech)
3.43%
2
₹65.77 Cr
Electrical Equipment
2.95%
3
₹57.87 Cr
Finance
2.60%
4
₹54.74 Cr
Capital Markets
2.46%
5
₹54.33 Cr
Healthcare Services
2.44%
6
₹54.14 Cr
Capital Markets
2.43%
7
₹53.91 Cr
Finance
2.42%
8
₹53.34 Cr
IT - Software
2.39%
9
₹52.86 Cr
Capital Markets
2.37%
10
₹52.66 Cr
Realty
2.36%
🏆 Top stocks held by Mid Cap funds
See which stocks all active Mid Cap 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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