Portfolio Holdings
As of 30 Jun 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
11.76%
Capital Markets
11.20%
Finance
8.10%
Transport Infrastructure
6.17%
Consumer Durables
5.48%
Retailing
4.47%
Petroleum Products
4.12%
Electrical Equipment
3.49%
Pharmaceuticals & Biotechnology
3.32%
Realty
3.23%
Industrial Products
3.22%
Metals & Minerals Trading
2.97%
Healthcare Services
2.95%
Construction
2.93%
Financial Technology (Fintech)
2.85%
Auto Components
2.79%
Textiles & Apparels
2.74%
Transport Services
2.34%
Aerospace & Defense
2.25%
Power
2.25%
Others
7.59%

All Holdings

Complete list of 57 stocks, grouped by sector. Filter by industry to focus.

57 holdings33.1% top 10 weight26 sectors
#Stock% of NAVValue (₹Cr)
Banks 4 stocks11.76%
2HDFC Bank Ltd.3.96%51.63
3ICICI Bank Ltd.3.93%51.28
12State Bank of India2.43%31.68
29Axis Bank Ltd.1.44%18.76
Capital Markets 8 stocks11.20%
10Multi Commodity Exchange of India Ltd.2.45%32.00
20BSE Ltd.1.90%24.77
26Billionbrains Garage Ventures Ltd.1.53%19.92
30ICICI Prudential Asset Management Company Ltd.1.36%17.69
35Motilal Oswal Financial Services Ltd.1.25%16.25
37Nippon Life India Asset Management Ltd.1.18%15.36
45HDFC Asset Management Co. Ltd.0.85%11.10
53360 ONE WAM Ltd.0.68%8.83
Finance 6 stocks8.10%
18Cholamandalam Investment & Finance Co. Ltd.1.98%25.75
21Bajaj Finance Ltd.1.88%24.53
32Piramal Finance Ltd.1.28%16.64
38Shriram Finance Ltd.1.15%15.05
41Aditya Birla Capital Ltd.1.00%13.06
48Muthoot Finance Ltd.0.81%10.56
Transport Infrastructure 2 stocks6.17%
1Adani Ports and Special Economic Zone Ltd.4.89%63.79
33GMR Airports Ltd.1.28%16.69
Consumer Durables 2 stocks5.48%
8Titan Company Ltd.2.78%36.26
9Dixon Technologies (India) Ltd.2.70%35.23
Retailing 2 stocks4.47%
4Eternal Ltd.3.68%47.92
49Vishal Mega Mart Ltd.0.79%10.30
Petroleum Products 2 stocks4.12%
13Reliance Industries Ltd.2.39%31.18
23Hindustan Petroleum Corporation Ltd.1.73%22.49
Electrical Equipment 4 stocks3.49%
25Apar Industries Ltd.1.62%21.10
46GE Vernova T&D India Ltd.0.85%11.06
54Siemens Energy India Ltd.0.62%8.06
57ABB India Ltd.0.40%5.22
Pharmaceuticals & Biotechnology 2 stocks3.32%
16Torrent Pharmaceuticals Ltd.2.29%29.81
40Glaxosmithkline Pharmaceuticals Ltd.1.03%13.48
Realty 2 stocks3.23%
15The Phoenix Mills Ltd.2.32%30.25
42DLF Ltd.0.91%11.87
Industrial Products 2 stocks3.22%
11Cummins India Ltd.2.44%31.79
50APL Apollo Tubes Ltd.0.78%10.21
Metals & Minerals Trading 1 stocks2.97%
5Adani Enterprises Ltd.2.97%38.67
Healthcare Services 2 stocks2.95%
22Fortis Healthcare Ltd.1.81%23.56
39Apollo Hospitals Enterprise Ltd.1.14%14.87
Construction 1 stocks2.93%
6Larsen & Toubro Ltd.2.93%38.14
Financial Technology (Fintech) 1 stocks2.85%
7One 97 Communications Ltd.2.85%37.15
Auto Components 3 stocks2.79%
31Schaeffler India Ltd.1.36%17.76
51Endurance Technologies Ltd.0.72%9.36
52UNO Minda Ltd.0.71%9.23
Textiles & Apparels 2 stocks2.74%
27K.P.R. Mill Ltd.1.48%19.27
34Page Industries Ltd.1.26%16.38
Transport Services 1 stocks2.34%
14Interglobe Aviation Ltd.2.34%30.51
Aerospace & Defense 1 stocks2.25%
17Bharat Electronics Ltd.2.25%29.38
Power 3 stocks2.25%
43NTPC Ltd.0.90%11.67
47Power Grid Corporation of India Ltd.0.82%10.75
55Adani Energy Solutions Ltd.0.53%6.97
Telecom - Services 1 stocks1.90%
19Bharti Airtel Ltd.1.90%24.77
Chemicals & Petrochemicals 1 stocks1.65%
24Solar Industries India Ltd.1.65%21.50
Beverages 1 stocks1.46%
28Varun Beverages Ltd.1.46%19.00
Agricultural Food & other Products 1 stocks1.19%
36Marico Ltd.1.19%15.58
Consumable Fuels 1 stocks0.87%
44Coal India Ltd.0.87%11.33
Leisure Services 1 stocks0.52%
56The Indian Hotels Company Ltd.0.52%6.83