Home / Discover / Fund

Helios Flexi Cap Fund

Helios Mutual Fund As of 2026-06-30
Holdings
70
Well diversified
Top 10 weight
32%
Concentration
Active share
-
Style
Equity
99%
Asset allocation

Portfolio

-Sectors 0High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Large cap59%
Mid cap21%
Small cap16%

Asset allocation

Equity99%

Top holdings

4.0%
4.0%
4.0%

AI Smart summary

Pros

  • Well-diversified across 70 holdings.
  • Low top-10 concentration (32%).

Cons

  • No major structural red flags.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks11.5%
Capital Markets10.9%
Finance8.5%
Retailing6.7%
Transport Infrastructure5.6%
Consumer Durables4.2%
Construction3.9%
Power3.5%
Healthcare Services3.0%
Petroleum Products3.0%
Industrial Products3.0%
Electrical Equipment2.9%
Realty2.6%
Metals & Minerals Trading2.5%