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Helios Mid Cap Fund

Helios Mutual Fund Mid Cap Fund As of 2026-06-30
Holdings
68
Well diversified
Top 10 weight
26%
Concentration
Strategy data
N/A
Not reported
Equity
100%
Asset allocation

Portfolio

29Sectors 0Large positions 14.2%Top: Capital Markets 0.0%Cash

Market-cap allocation

Large cap2%
Mid cap65%
Small cap29%

Asset allocation

Equity100%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 100% equity.
  • 68 disclosed positions across 29 classified equity sectors.
  • Largest equity sector is Capital Markets at 14.2% of the portfolio.
  • Top 10 positions account for 26%, 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.

LARGE & MIDCAP112 holdings · 31% top 10
Pgim India Midcap Fund112 holdings · 25% top 10
Edelweiss Mid Cap Fund93 holdings · 24% top 10
UTI Mid Cap Fund93 holdings · 22% top 10
Edelweiss Mid Cap Fund92 holdings · 24% top 10

Sector exposure

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

Capital Markets14.2%
Finance9.4%
Auto Components8.1%
Electrical Equipment7.1%
Pharmaceuticals & Biotechnology5.9%
Retailing5.7%
Textiles & Apparels5.7%
Healthcare Services5.6%
Banks2.9%
Consumer Durables2.9%
Financial Technology (Fintech)2.9%
Industrial Products2.8%
Realty2.7%
Transport Infrastructure2.6%
Other 15 sectors21.5%