Helios Large & Mid Cap Fund
Helios Mutual Fund
Large & Mid Cap Fund As of 2026-06-30
Holdings
60
Well diversified
Top 10 weight
33%
Concentration
Strategy data
N/A
Not reported
Equity
100%
Asset allocation
Portfolio
27Sectors
0Large positions
11.9%Top: Banks
0.0%Cash
Market-cap allocation
Large cap61%
Mid cap37%
Asset allocation
Equity100%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 100% equity.
- 60 disclosed positions across 27 classified equity sectors.
- Largest equity sector is Banks at 11.9% of the portfolio.
- Top 10 positions account for 33%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Large & Mid Cap Fund.
HDFC Large and Mid Cap Fund237 holdings · 20% top 10
WhiteOak Capital Large & Mid Cap Fund122 holdings · 33% top 10
ITI Large & Mid Cap Fund102 holdings · 19% top 10
Canara Robeco Large And Mid Cap Fund92 holdings · 36% top 10
Axis Large & Mid Cap Fund92 holdings · 27% top 10
Nippon India Vision Large & Mid Cap Fund90 holdings · 30% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
11.9%
11.3%
8.2%
6.2%
5.5%
5.0%
4.7%
4.2%
3.3%
3.3%
3.2%
3.0%
3.0%
3.0%
Other 13 sectors24.4%
2.9%
2.8%
2.8%
2.4%
2.3%
2.3%
1.9%
1.7%
1.5%
1.4%
1.2%
0.9%
0.5%