Portfolio Holdings
As of 31 Mar 2026
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Helios Large and Mid Cap Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
14.28%
Capital Markets
11.18%
Finance
7.10%
Retailing
5.01%
Petroleum Products
4.87%
Financial Technology (Fintech)
4.59%
Electrical Equipment
4.29%
Auto Components
4.11%
Transport Infrastructure
3.86%
Healthcare Services
3.74%
Industrial Products
3.45%
Power
3.39%
Realty
3.29%
Construction
3.21%
Telecom - Services
2.84%
Aerospace & Defense
2.44%
Automobiles
2.13%
Others
10.34%

All Holdings

Complete list of 51 stocks, grouped by sector. Filter by industry to focus.

51 holdings36.1% top 10 weight25 sectors
#Stock% of NAVValue (₹Cr)
Banks 4 stocks14.28%
1HDFC Bank Ltd.4.94%34.18
3ICICI Bank Ltd.4.21%29.10
7State Bank of India2.97%20.56
15Kotak Mahindra Bank Ltd.2.16%14.90
Capital Markets 7 stocks11.18%
8Multi Commodity Exchange of India Ltd.2.88%19.89
14ICICI Prudential Asset Management Company Ltd.2.16%14.93
29Nippon Life India Asset Management Ltd.1.53%10.60
32HDFC Asset Management Co. Ltd.1.34%9.27
38Motilal Oswal Financial Services Ltd.1.18%8.13
39360 ONE WAM Ltd.1.13%7.81
41BSE Ltd.0.96%6.66
Finance 4 stocks7.10%
12Bajaj Finance Ltd.2.45%16.94
16Shriram Finance Ltd.2.10%14.55
23Muthoot Finance Ltd.1.61%11.14
42Aditya Birla Capital Ltd.0.94%6.47
Retailing 2 stocks5.01%
5Eternal Ltd.3.68%25.44
34Vishal Mega Mart Ltd.1.33%9.20
Petroleum Products 1 stocks4.87%
2Reliance Industries Ltd.4.87%33.65
Financial Technology (Fintech) 2 stocks4.59%
10One 97 Communications Ltd.2.65%18.33
19PB Fintech Ltd.1.94%13.44
Electrical Equipment 4 stocks4.29%
26GE Vernova T&D India Ltd.1.56%10.81
35Apar Industries Ltd.1.28%8.87
44Siemens Energy India Ltd.0.81%5.61
48ABB India Ltd.0.64%4.41
Auto Components 3 stocks4.11%
17Schaeffler India Ltd.2.00%13.82
36UNO Minda Ltd.1.27%8.75
43Endurance Technologies Ltd.0.84%5.82
Transport Infrastructure 1 stocks3.86%
4Adani Ports and Special Economic Zone Ltd.3.86%26.66
Healthcare Services 2 stocks3.74%
11Fortis Healthcare Ltd.2.47%17.07
37Apollo Hospitals Enterprise Ltd.1.27%8.77
Industrial Products 2 stocks3.45%
21Cummins India Ltd.1.85%12.81
24APL Apollo Tubes Ltd.1.60%11.06
Power 3 stocks3.39%
22NTPC Ltd.1.75%12.13
40Power Grid Corporation of India Ltd.1.01%7.01
49Adani Energy Solutions Ltd.0.63%4.37
Realty 2 stocks3.29%
20The Phoenix Mills Ltd.1.89%13.10
31DLF Ltd.1.40%9.65
Construction 1 stocks3.21%
6Larsen & Toubro Ltd.3.21%22.20
Telecom - Services 1 stocks2.84%
9Bharti Airtel Ltd.2.84%19.66
Aerospace & Defense 1 stocks2.44%
13Bharat Electronics Ltd.2.44%16.89
Automobiles 2 stocks2.13%
25Hero MotoCorp Ltd.1.59%11.00
50Bajaj Auto Ltd.0.54%3.74
Agricultural Food & other Products 1 stocks1.98%
18Marico Ltd.1.98%13.71
Pharmaceuticals & Biotechnology 2 stocks1.97%
28Torrent Pharmaceuticals Ltd.1.54%10.67
51Glaxosmithkline Pharmaceuticals Ltd.0.43%2.96
Agricultural, Commercial & Construction Vehicles 1 stocks1.56%
27Tata Motors Ltd.1.56%10.78
Textiles & Apparels 1 stocks1.41%
30K.P.R. Mill Ltd.1.41%9.74
Chemicals & Petrochemicals 1 stocks1.33%
33Solar Industries India Ltd.1.33%9.18
Leisure Services 1 stocks0.79%
45The Indian Hotels Company Ltd.0.79%5.46
Insurance 1 stocks0.65%
46ICICI Lombard General Insurance Company Ltd.0.65%4.49
Beverages 1 stocks0.65%
47Varun Beverages Ltd.0.65%4.47