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Helios Mid Cap Fund

Helios Mutual Fund Mid Cap Fund As of 2026-07-31
Holdings
70
Well diversified
Top 10 weight
27%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

29Sectors 0Large positions 11.1%Top: Capital Markets 0.0%Cash

Market-cap allocation

Large cap5%
Mid cap65%
Small cap26%

Asset allocation

Equity99%

Top holdings

2.5%

AI Smart summary

Portfolio read

  • 99% equity.
  • 70 disclosed positions across 29 classified equity sectors.
  • Largest equity sector is Capital Markets at 11.1% of the portfolio.
  • Top 10 positions account for 27%, 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 Mid Cap Fund.

Nippon India Growth Mid Cap Fund103 holdings · 25% top 10 · 54% AS
Edelweiss Mid Cap Fund97 holdings · 24% top 10
Axis Midcap Fund90 holdings · 28% top 10 · 43% AS
UTI Mid Cap Fund84 holdings · 23% top 10
HDFC Mid Cap Fund81 holdings · 37% top 10 · 64% AS
Sundaram Mid Cap Fund78 holdings · 25% top 10

Sector exposure

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

Banks3.8%
Realty2.7%
Other 15 sectors20.7%