Portfolio Holdings
As of 30 Jun 2026
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Helios Flexi Cap Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
11.46%
Capital Markets
10.90%
Finance
8.46%
Retailing
6.14%
Transport Infrastructure
5.60%
Consumer Durables
4.16%
Construction
3.91%
Power
3.51%
Healthcare Services
3.04%
Petroleum Products
3.03%
Industrial Products
2.96%
Realty
2.60%
Metals & Minerals Trading
2.54%
Financial Technology (Fintech)
2.48%
Aerospace & Defense
2.38%
Leisure Services
2.37%
Industrial Manufacturing
2.24%
Telecom - Services
2.20%
Textiles & Apparels
2.16%
Others
13.26%

All Holdings

Complete list of 64 stocks, grouped by sector. Filter by industry to focus.

64 holdings31.7% top 10 weight29 sectors
#Stock% of NAVValue (₹Cr)
Banks 4 stocks11.46%
2HDFC Bank Ltd.4.00%303.12
3ICICI Bank Ltd.3.96%300.15
6State Bank of India2.63%199.33
48Axis Bank Ltd.0.87%66.25
Capital Markets 8 stocks10.90%
16BSE Ltd.2.00%151.52
17Multi Commodity Exchange of India Ltd.1.95%148.10
20ICICI Prudential Asset Management Company Ltd.1.81%137.20
25Motilal Oswal Financial Services Ltd.1.46%110.26
29Billionbrains Garage Ventures Ltd.1.27%96.22
30360 ONE WAM Ltd.1.24%93.72
53HDFC Asset Management Co. Ltd.0.67%50.67
58Computer Age Management Services Ltd.0.50%37.72
Finance 8 stocks8.46%
10Bajaj Finance Ltd.2.42%183.10
21Shriram Finance Ltd.1.73%131.19
28PNB Housing Finance Ltd.1.39%105.60
38Cholamandalam Investment & Finance Co. Ltd.1.16%87.88
44Muthoot Finance Ltd.1.02%77.58
60Aadhar Housing Finance Ltd.0.36%27.63
62Piramal Finance Ltd.0.29%22.29
64India Shelter Finance Corporation Ltd.0.09%7.17
Retailing 4 stocks6.14%
4Eternal Ltd.3.96%299.78
31CarTrade Tech Ltd.1.23%92.91
54Vishal Mega Mart Ltd.0.67%50.44
63V2 Retail Ltd.0.28%21.17
Transport Infrastructure 2 stocks5.60%
1Adani Ports and Special Economic Zone Ltd.4.16%315.59
26GMR Airports Ltd.1.44%109.18
Consumer Durables 2 stocks4.16%
13Dixon Technologies (India) Ltd.2.22%168.25
18Titan Company Ltd.1.94%147.16
Construction 2 stocks3.91%
8Larsen & Toubro Ltd.2.51%190.54
27NBCC (India) Ltd.1.40%106.08
Power 3 stocks3.51%
34NTPC Ltd.1.20%91.24
37Adani Energy Solutions Ltd.1.16%87.65
39Power Grid Corporation of India Ltd.1.15%87.31
Healthcare Services 3 stocks3.04%
32Fortis Healthcare Ltd.1.22%92.51
35Apollo Hospitals Enterprise Ltd.1.19%90.06
55Indegene Ltd.0.63%47.59
Petroleum Products 1 stocks3.03%
5Reliance Industries Ltd.3.03%229.97
Industrial Products 2 stocks2.96%
15Cummins India Ltd.2.20%166.57
50Welspun Corp Ltd.0.76%57.51
Realty 2 stocks2.60%
19The Phoenix Mills Ltd.1.82%137.67
49DLF Ltd.0.78%59.14
Metals & Minerals Trading 1 stocks2.54%
7Adani Enterprises Ltd.2.54%192.10
Financial Technology (Fintech) 1 stocks2.48%
9One 97 Communications Ltd.2.48%187.94
Aerospace & Defense 1 stocks2.38%
11Bharat Electronics Ltd.2.38%180.08
Leisure Services 4 stocks2.37%
51Lemon Tree Hotels Ltd.0.74%56.42
52The Indian Hotels Company Ltd.0.71%54.04
57Travel Food Services Ltd.0.56%42.20
61ITC Hotels Ltd.0.36%27.12
Industrial Manufacturing 1 stocks2.24%
12Syrma SGS Technology Ltd.2.24%169.84
Telecom - Services 1 stocks2.20%
14Bharti Airtel Ltd.2.20%166.59
Textiles & Apparels 2 stocks2.16%
42K.P.R. Mill Ltd.1.08%81.88
43Gokaldas Exports Ltd.1.08%81.66
Electrical Equipment 2 stocks1.96%
41ABB India Ltd.1.08%82.10
47Siemens Energy India Ltd.0.88%66.92
Pharmaceuticals & Biotechnology 2 stocks1.95%
24Torrent Pharmaceuticals Ltd.1.57%119.03
59Acutaas Chemicals Ltd.0.38%28.75
Automobiles 1 stocks1.67%
22Ather Energy Ltd.1.67%126.77
Chemicals & Petrochemicals 1 stocks1.63%
23Solar Industries India Ltd.1.63%123.48
Transport Services 1 stocks1.22%
33Delhivery Ltd.1.22%92.51
Beverages 1 stocks1.17%
36Varun Beverages Ltd.1.17%88.77
Consumable Fuels 1 stocks1.10%
40Coal India Ltd.1.10%83.05
Auto Components 1 stocks1.02%
45Sedemac Mechatronics Ltd.1.02%77.47
Agricultural Food & other Products 1 stocks0.95%
46Marico Ltd.0.95%71.65
Entertainment 1 stocks0.59%
56SAREGAMA India Ltd.0.59%44.38