Portfolio Holdings
As of 30 Jun 2026
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Helios Financial Services Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
42.33%
Capital Markets
26.77%
Finance
24.89%
Financial Technology (Fintech)
5.87%

All Holdings

Complete list of 25 stocks, grouped by sector. Filter by industry to focus.

25 holdings71.7% top 10 weight4 sectors
#Stock% of NAVValue (₹Cr)
Banks 5 stocks42.33%
1HDFC Bank Ltd.16.33%32.70
2ICICI Bank Ltd.13.35%26.74
3State Bank of India6.47%12.95
8Axis Bank Ltd.4.42%8.84
18City Union Bank Ltd.1.76%3.52
Capital Markets 9 stocks26.77%
6Multi Commodity Exchange of India Ltd.5.55%11.12
7BSE Ltd.4.82%9.65
9Motilal Oswal Financial Services Ltd.4.28%8.57
11Computer Age Management Services Ltd.3.36%6.72
15ICICI Prudential Asset Management Company Ltd.1.93%3.86
16HDFC Asset Management Co. Ltd.1.88%3.76
17Billionbrains Garage Ventures Ltd.1.79%3.59
19360 ONE WAM Ltd.1.72%3.44
22Nippon Life India Asset Management Ltd.1.44%2.89
Finance 10 stocks24.89%
4Bajaj Finance Ltd.6.44%12.90
10Shriram Finance Ltd.4.19%8.40
12PNB Housing Finance Ltd.3.09%6.18
13Muthoot Finance Ltd.2.90%5.81
14Cholamandalam Investment & Finance Co. Ltd.2.13%4.26
20India Shelter Finance Corporation Ltd.1.65%3.30
21Piramal Finance Ltd.1.54%3.08
23Aavas Financiers Ltd.1.38%2.76
24Edelweiss Financial Services Ltd.0.85%1.69
25Aadhar Housing Finance Ltd.0.72%1.45
Financial Technology (Fintech) 1 stocks5.87%
5One 97 Communications Ltd.5.87%11.75