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Helios Small Cap Fund - Direct Plan - Growth Option

Small Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
94
Aug 2026
Equity Holdings
₹1,694.82 Cr
Equity only, excl. debt & cash
AAUM
₹990.26 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
10.0%
Diversified
Top 10 Weight
17.8%
Diversified
Changes
99
9 new · 5 exits
Top Sector
Auto Components
10.2% of portfolio
Launch Date
06 Nov 2025
1 years old

AAUM (Average Assets Under Management) of ₹990.26 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 Small Cap Fund made 9 new additions and exited 5 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 1.56% weight. TD Power Systems Limited was the biggest exit (Electrical Equipment), which was held at 1.35%. Among existing holdings, Poonawalla Fincorp Limited saw the biggest increase — now at 0.81% of the portfolio. Page Industries Limited was trimmed the most, now at 1.43%. Ather Energy Limited remains the top holding with Auto Components the dominant sector at 10.2%. ↓ 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
Auto Components 10.5% 10.7% +0.2%
Capital Markets 8.8% 8.7% -0.1%
Healthcare Services 7.1% 7.3% +0.3%
Pharmaceuticals & Biotechnology 5.8% 6.7% +0.9%
Transport Services 4.7% 5.4% +0.6%
Industrial Products 6.3% 5.3% -1.1%
Textiles & Apparels 4.0% 4.9% +0.9%
Electrical Equipment 5.4% 4.4% -1.0%
Finance 4.1% 3.8% -0.3%
Commercial Services & Supplies 2.7% 3.7% +1.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Auto Components 10.7% 10.2% -0.6%
Capital Markets 8.7% 7.9% -0.8%
Healthcare Services 7.3% 7.2% -0.1%
Pharmaceuticals & Biotechnology 6.7% 7.1% +0.5%
Industrial Products 5.3% 5.4% +0.2%
Electrical Equipment 4.4% 5.0% +0.5%
Transport Services 5.4% 4.5% -0.9%
Textiles & Apparels 4.9% 4.0% -0.9%
Commercial Services & Supplies 3.7% 3.6% -0.1%
Automobiles 3.3% 3.5% +0.3%
🟢
Biggest New Buy
TD Power Systems Limited
1.56% weight · Electrical Equipment
🔴
Biggest Exit
TD Power Systems Limited
1.35% was held · Electrical Equipment
Biggest Add
Poonawalla Fincorp Limited
+0.48% · now 0.81%
Biggest Trim
Page Industries Limited
-0.50% · now 1.43%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + 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
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
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 Mid Cap Fund - Direct Plan - Growth Option
Mirae Asset Nifty 500 Healthcare ETF + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
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
Lemon Tree Hotels Limited 10 funds
Lemon Tree Hotels Limited
Kotak Nifty India Tourism Index Fund-Direct-Growth Option
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option
THE WEALTH COMPANY SMALL CAP FUND + 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 Financial Services Fund - Direct Plan - Growth Option + more
Black Box Limited 2 funds
Black Box Limited
quant ESG Integration Strategy Fund
Helios Mid Cap Fund - Direct Plan - Growth Option

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 9 New Entries 🔴 5 Exits ↑ 21 Increased ↓ 64 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹27.01 Cr
Electrical Equipment 1.56%
2
Kennametal India Limited
₹25.01 Cr
Industrial Manufacturing 1.44%
3
Lalithaa Jewellery Mart Ltd
₹16.74 Cr
Consumer Durables 0.96%
4
Action Construction Equipment Limited
₹15.41 Cr
Agricultural, Commercial & Construction Vehicles 0.89%
5
Concord Biotech Limited
₹15.11 Cr
Pharmaceuticals & Biotechnology 0.87%
6
Gaja Alternative AMC Limited
₹14.84 Cr
Capital Markets 0.85%
7
Netweb Technologies India Limited
₹14.30 Cr
IT - Services 0.82%
8
PB Fintech Limited
₹13.24 Cr
Financial Technology (Fintech) 0.76%
9
Restaurant Brands Asia Limited
₹9.20 Cr
Leisure Services 0.53%
#StockSectorLast Weight (Jul 2026)
1
TD Power Systems Limited
₹19.66 Cr
Electrical Equipment 1.35%
2
BSE Limited
₹14.48 Cr
Capital Markets 1.00%
3
Aadhar Housing Finance Limited
₹12.51 Cr
Finance 0.86%
4
Lemon Tree Hotels Limited
₹9.69 Cr
Leisure Services 0.67%
5
Black Box Limited
₹3.65 Cr
IT - Services 0.25%
#StockSectorJul 2026Aug 2026Change
1
Poonawalla Fincorp Limited
₹14.05 Cr
Finance 0.33% 0.81% +0.48%
2
Indegene Limited
₹17.56 Cr
Healthcare Services 0.61% 1.01% +0.40%
3
Ather Energy Limited
₹40.30 Cr
Automobiles 2.03% 2.32% +0.29%
4
Apar Industries Limited
₹22.97 Cr
Electrical Equipment 1.05% 1.32% +0.27%
5
Alivus Life Sciences
₹17.78 Cr
Pharmaceuticals & Biotechnology 0.79% 1.02% +0.23%
6
Ingersoll Rand (India) Limited
₹18.51 Cr
Industrial Products 0.88% 1.07% +0.19%
7
Inox India Limited
₹21.70 Cr
Industrial Products 1.07% 1.25% +0.18%
8
EDELWEISS FINANCIAL SERVICES LIMITED
₹16.48 Cr
Finance 0.77% 0.95% +0.18%
9
Voltamp Transformers Limited
₹21.21 Cr
Electrical Equipment 1.05% 1.22% +0.17%
10
Affle 3i Limited
₹12.28 Cr
IT - Services 0.57% 0.71% +0.14%
#StockSectorJul 2026Aug 2026Change
1
Page Industries Limited
₹24.89 Cr
Textiles & Apparels 1.93% 1.43% -0.50%
2
Gokaldas Exports Limited
₹24.92 Cr
Textiles & Apparels 1.79% 1.43% -0.36%
3
AMAGI MEDIA LABS LTD
₹27.05 Cr
IT - Services 1.88% 1.56% -0.32%
4
Caliber Mining And Logistics Ltd.
₹17.84 Cr
Consumable Fuels 1.35% 1.03% -0.32%
5
Delhivery Limited
₹19.99 Cr
Transport Services 1.45% 1.15% -0.30%
6
NBCC (India) Limited
₹17.00 Cr
Construction 1.28% 0.98% -0.30%
7
Mahindra Logistics Limited
₹19.50 Cr
Transport Services 1.40% 1.12% -0.28%
8
Rainbow Childrens Medicare Limited
₹16.88 Cr
Healthcare Services 1.25% 0.97% -0.28%
9
Shadowfax Technologies Ltd.
₹38.65 Cr
Transport Services 2.50% 2.23% -0.27%
10
Ideaforge Technology Limited
₹15.00 Cr
Aerospace & Defense 1.13% 0.86% -0.27%

What Stocks Does This Fund Hold?

94 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹40.30 Cr
Automobiles
2.32%
2
₹38.65 Cr
Transport Services
2.23%
3
₹33.53 Cr
Retailing
1.93%
4
₹30.70 Cr
Aerospace & Defense
1.77%
5
₹29.59 Cr
Commercial Services & Supplies
1.70%
6
₹28.24 Cr
Financial Technology (Fintech)
1.63%
7
₹27.38 Cr
Healthcare Services
1.58%
8
₹27.13 Cr
Pharmaceuticals & Biotechnology
1.56%
9
₹27.12 Cr
Commercial Services & Supplies
1.56%
10
₹27.05 Cr
IT - Services
1.56%
🏆 Top stocks held by Small 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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