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

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Capital Markets
12.38%
Banks
11.19%
Finance
6.01%
Transport Infrastructure
5.77%
Retailing
4.61%
Financial Technology (Fintech)
4.57%
Electrical Equipment
4.23%
Auto Components
3.84%
Industrial Products
3.82%
Power
3.49%
Healthcare Services
3.37%
Realty
3.28%
Construction
2.94%
Petroleum Products
2.93%
Telecom - Services
2.79%
Metals & Minerals Trading
2.62%
Pharmaceuticals & Biotechnology
2.32%
Aerospace & Defense
2.17%
Consumer Durables
2.03%
Others
10.04%

All Holdings

Complete list of 54 stocks, grouped by sector. Filter by industry to focus.

54 holdings31.2% top 10 weight26 sectors
#Stock% of NAVValue (₹Cr)
Capital Markets 7 stocks12.38%
7Multi Commodity Exchange of India Ltd.2.80%24.59
15BSE Ltd.2.18%19.15
17ICICI Prudential Asset Management Company Ltd.2.15%18.85
27Nippon Life India Asset Management Ltd.1.66%14.55
35Motilal Oswal Financial Services Ltd.1.29%11.31
37HDFC Asset Management Co. Ltd.1.27%11.19
45360 ONE WAM Ltd.1.03%9.08
Banks 5 stocks11.19%
2ICICI Bank Ltd.3.45%30.31
9HDFC Bank Ltd.2.70%23.68
12State Bank of India2.31%20.25
23Kotak Mahindra Bank Ltd.1.85%16.20
48Axis Bank Ltd.0.88%7.70
Finance 4 stocks6.01%
14Bajaj Finance Ltd.2.19%19.20
28Shriram Finance Ltd.1.56%13.67
32Muthoot Finance Ltd.1.34%11.78
47Aditya Birla Capital Ltd.0.92%8.04
Transport Infrastructure 2 stocks5.77%
1Adani Ports and Special Economic Zone Ltd.4.66%40.91
41GMR Airports Ltd.1.11%9.72
Retailing 2 stocks4.61%
3Eternal Ltd.3.40%29.83
39Vishal Mega Mart Ltd.1.21%10.63
Financial Technology (Fintech) 2 stocks4.57%
6One 97 Communications Ltd.2.90%25.46
26PB Fintech Ltd.1.67%14.65
Electrical Equipment 4 stocks4.23%
31Apar Industries Ltd.1.34%11.77
33GE Vernova T&D India Ltd.1.31%11.52
46Siemens Energy India Ltd.0.97%8.47
51ABB India Ltd.0.61%5.38
Auto Components 3 stocks3.84%
25Schaeffler India Ltd.1.69%14.84
43Endurance Technologies Ltd.1.09%9.53
44UNO Minda Ltd.1.06%9.35
Industrial Products 2 stocks3.82%
10Cummins India Ltd.2.63%23.09
40APL Apollo Tubes Ltd.1.19%10.45
Power 3 stocks3.49%
29NTPC Ltd.1.44%12.66
38Power Grid Corporation of India Ltd.1.24%10.91
49Adani Energy Solutions Ltd.0.81%7.07
Healthcare Services 2 stocks3.37%
13Fortis Healthcare Ltd.2.27%19.93
42Apollo Hospitals Enterprise Ltd.1.10%9.67
Realty 2 stocks3.28%
19The Phoenix Mills Ltd.1.99%17.44
36DLF Ltd.1.29%11.30
Construction 1 stocks2.94%
4Larsen & Toubro Ltd.2.94%25.82
Petroleum Products 1 stocks2.93%
5Reliance Industries Ltd.2.93%25.76
Telecom - Services 1 stocks2.79%
8Bharti Airtel Ltd.2.79%24.46
Metals & Minerals Trading 1 stocks2.62%
11Adani Enterprises Ltd.2.62%22.99
Pharmaceuticals & Biotechnology 2 stocks2.32%
21Torrent Pharmaceuticals Ltd.1.99%17.50
54Glaxosmithkline Pharmaceuticals Ltd.0.33%2.87
Aerospace & Defense 1 stocks2.17%
16Bharat Electronics Ltd.2.17%19.03
Consumer Durables 1 stocks2.03%
18Dixon Technologies (India) Ltd.2.03%17.84
Beverages 1 stocks1.99%
20Varun Beverages Ltd.1.99%17.44
Automobiles 2 stocks1.91%
30Hero MotoCorp Ltd.1.40%12.33
53Bajaj Auto Ltd.0.51%4.45
Chemicals & Petrochemicals 1 stocks1.86%
22Solar Industries India Ltd.1.86%16.33
Agricultural Food & other Products 1 stocks1.74%
24Marico Ltd.1.74%15.31
Textiles & Apparels 1 stocks1.29%
34K.P.R. Mill Ltd.1.29%11.35
Leisure Services 1 stocks0.71%
50The Indian Hotels Company Ltd.0.71%6.26
Insurance 1 stocks0.54%
52ICICI Lombard General Insurance Company Ltd.0.54%4.71