← Helios Mutual Fund

Helios 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
68
Jul 2026
Equity Holdings
₹1,930.56 Cr
Equity only, excl. debt & cash
AAUM
₹1,450.41 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.4%
Diversified
Top 10 Weight
27.4%
Diversified
Changes
74
7 new · 7 exits
Top Sector
Capital Markets
11.1% 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 7 stocks this month. The biggest new buy was Sona BLW Precision Forgings Limited (Auto Components) at 2.04% weight. BSE Limited was the biggest exit (Capital Markets), which was held at 2.28%. Among existing holdings, Bharti Hexacom Limited saw the biggest increase — now at 1.74% of the portfolio. Multi Commodity Exchange of India Limited was trimmed the most, now at 1.19%. One 97 Communications Limited remains the top holding with Capital Markets the dominant sector at 11.1%. ↓ 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
Capital Markets 13.5% 14.0% +0.5%
Finance 9.0% 9.2% +0.3%
Auto Components 8.4% 8.0% -0.4%
Electrical Equipment 6.6% 7.0% +0.4%
Pharmaceuticals & Biotechnology 4.8% 5.8% +0.9%
Textiles & Apparels 2.6% 5.6% +3.0%
Healthcare Services 6.1% 5.5% -0.6%
Retailing 4.3% 5.3% +1.0%
Banks 3.0% 2.9% -0.2%
Consumer Durables 2.5% 2.9% +0.4%
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%
🟢
Biggest New Buy
Sona BLW Precision Forgings Limited
2.04% weight · Auto Components
🔴
Biggest Exit
BSE Limited
2.28% was held · Capital Markets
Biggest Add
Bharti Hexacom Limited
+0.98% · now 1.74%
Biggest Trim
Multi Commodity Exchange of India Limited
-1.33% · now 1.19%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
AU Small Finance Bank Limited 24 funds
AU Small Finance Bank Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
SAMCO ELSS TAX SAVER FUND
Bajaj Finserv BSE Top 10 Banks ETF + more
Sona BLW Precision Forgings Limited 24 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Navi Nifty SmallCap250 Momentum Qlty 100
quant Large & Mid Cap Fund - Growth Option-Direct Plan + more
The Indian Hotels Company Limited 17 funds
The Indian Hotels Company Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
JM Focused Fund (Direct) - Growth Option
Taurus Mid Cap Fund + more
Siemens Energy India Limited 11 funds
Siemens Energy India Limited
Nippon India MNC Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth + more
Escorts Kubota Limited 9 funds
Escorts Kubota Limited
Nippon India MNC Fund
Helios Large & Mid Cap Fund - Direct Plan - Growth Option
SBI Nifty Midcap150 ETF + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
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
Muthoot Finance Limited 37 funds
Muthoot Finance Limited
SAMCO ELSS TAX SAVER FUND
SBI Quant Fund- Direct Plan- Growth
SAMCO FLEXICAP FUND + more
Hitachi Energy India Limited 36 funds
Hitachi Energy India Limited
Groww BSE Power ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Invesco India Technology Fund - Direct Plan - Growth + more
BSE Limited 33 funds
BSE Limited
Groww Nifty Capital Markets ETF FOF
Invesco India Midcap Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
Bharat Heavy Electricals Limited 26 funds
Bharat Heavy Electricals Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 7 Exits ↑ 23 Increased ↓ 37 Decreased
#StockSectorWeight (Jul 2026)
1
Sona BLW Precision Forgings Limited
₹39.78 Cr
Auto Components 2.04%
2
Torrent Pharmaceuticals Limited
₹33.04 Cr
Pharmaceuticals & Biotechnology 1.69%
3
Escorts Kubota Limited
₹29.35 Cr
Agricultural, Commercial & Construction Vehicles 1.50%
4
Siemens Energy India Limited
₹23.42 Cr
Electrical Equipment 1.20%
5
AU Small Finance Bank Limited
₹19.79 Cr
Banks 1.01%
6
The Indian Hotels Company Limited
₹19.20 Cr
Leisure Services 0.98%
7
Poonawalla Fincorp Limited
₹6.74 Cr
Finance 0.35%
#StockSectorLast Weight (Jun 2026)
1
BSE Limited
₹40.80 Cr
Capital Markets 2.28%
2
Hitachi Energy India Limited
₹32.37 Cr
Electrical Equipment 1.80%
3
Hindustan Petroleum Corporation Limited
₹30.78 Cr
Petroleum Products 1.72%
4
JB Chemicals & Pharmaceuticals Limited
₹29.04 Cr
Pharmaceuticals & Biotechnology 1.62%
5
Muthoot Finance Limited
₹17.26 Cr
Finance 0.96%
6
Bharat Heavy Electricals Limited
₹16.54 Cr
Electrical Equipment 0.92%
7
Lemon Tree Hotels Limited
₹12.26 Cr
Leisure Services 0.68%
#StockSectorJun 2026Jul 2026Change
1
Bharti Hexacom Limited
₹34.03 Cr
Telecom - Services 0.76% 1.74% +0.98%
2
Page Industries Limited
₹47.03 Cr
Textiles & Apparels 1.64% 2.41% +0.77%
3
360 One WAM Limited
₹47.01 Cr
Capital Markets 1.71% 2.41% +0.70%
4
GlaxoSmithKline Pharmaceuticals Limited
₹39.22 Cr
Pharmaceuticals & Biotechnology 1.33% 2.01% +0.68%
5
V2 Retail Ltd
₹16.78 Cr
Healthcare 0.34% 0.86% +0.52%
6
Sundaram Finance Limited
₹38.65 Cr
Finance 1.49% 1.98% +0.49%
7
Dixon Technologies (India) Limited
₹57.38 Cr
Consumer Durables 2.47% 2.94% +0.47%
8
Fortis Healthcare Limited
₹56.61 Cr
Healthcare Services 2.44% 2.90% +0.46%
9
Swiggy Limited
₹28.39 Cr
Retailing 1.04% 1.45% +0.41%
10
Aditya Birla Capital Limited
₹53.24 Cr
Finance 2.37% 2.73% +0.36%
#StockSectorJun 2026Jul 2026Change
1
Multi Commodity Exchange of India Limited
₹23.29 Cr
Capital Markets 2.52% 1.19% -1.33%
2
Black Box Limited
₹5.30 Cr
IT - Services 1.25% 0.27% -0.98%
3
K.P.R. Mill Limited
₹34.97 Cr
Textiles & Apparels 2.19% 1.79% -0.40%
4
Acutaas Chemicals Ltd
₹30.23 Cr
Pharmaceuticals & Biotechnology 1.91% 1.55% -0.36%
5
Vishal Mega Mart Limited
₹26.42 Cr
Retailing 1.62% 1.35% -0.27%
6
Gokaldas Exports Limited
₹29.50 Cr
Textiles & Apparels 1.76% 1.51% -0.25%
7
Billionbrains Garage Ventures Ltd
₹35.18 Cr
Capital Markets 2.04% 1.80% -0.24%
8
NBCC (India) Limited
₹23.35 Cr
Construction 1.44% 1.20% -0.24%
9
Max Financial Services Limited
₹22.59 Cr
Insurance 1.33% 1.16% -0.17%
10
GMR Airports Limited
₹46.22 Cr
Transport Infrastructure 2.53% 2.37% -0.16%

What Stocks Does This Fund Hold?

68 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹59.79 Cr
Financial Technology (Fintech)
3.06%
2
₹57.38 Cr
Consumer Durables
2.94%
3
₹56.61 Cr
Healthcare Services
2.90%
4
₹54.23 Cr
Capital Markets
2.78%
5
₹53.31 Cr
Electrical Equipment
2.73%
6
₹53.24 Cr
Finance
2.73%
7
₹52.47 Cr
Realty
2.69%
8
₹51.71 Cr
Finance
2.65%
9
₹48.05 Cr
Agricultural Food & other Products
2.46%
10
₹47.03 Cr
Textiles & Apparels
2.41%
🏆 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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