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Helios Small Cap Fund

Helios Mutual Fund Small Cap Fund As of 2026-07-31
Holdings
92
Well diversified
Top 10 weight
20%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

33Sectors 0Large positions 10.7%Top: Auto Components 0.0%Cash

Market-cap allocation

Large cap1%
Mid cap22%
Small cap67%

Asset allocation

Equity99%

Top holdings

TREPSDERIVATIVE
2.5%
1.8%

AI Smart summary

Portfolio read

  • 99% equity.
  • 92 disclosed positions across 33 classified equity sectors.
  • Largest equity sector is Auto Components at 10.7% of the portfolio.
  • Top 10 positions account for 20%, indicating relatively distributed position weights.

Watchpoints

  • Small-cap exposure is 67%, which may increase volatility and liquidity risk.

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

Peer comparison

Other funds in Small Cap Fund.

ICICI Prudential Smallcap Fund136 holdings · 21% top 10 · 82% AS
Axis Small Cap Fund134 holdings · 22% top 10 · 60% AS
quant Small Cap Fund128 holdings · 45% top 10
UTI Small Cap Fund109 holdings · 23% top 10
BANK OF INDIA Small Cap Fund98 holdings · 25% top 10 · 82% AS
Bajaj Finserv Small Cap Fund96 holdings · 28% top 10 · 78% AS

Sector exposure

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

Other 19 sectors24.6%