
Helios Flexi Cap Fund
Portfolio as of Oct 2025
Flexi Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Reliance Industries | Refineries & Marketing | 0.005 | Oct 2025 | 2.130 |
| Indian Oil Corporation | Refineries & Marketing | 0.028 | Oct 2025 | 1.320 |
Stocks exited in Oct 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|
| HDFC Life Insurance Company | Life Insurance | 0.000 | 0.000 | -100 |
| Westlife Development | Restaurants | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| ICICI Lombard General Insurance Company | General Insurance | 0.050 | Jul 2024 | 0.990 | 45.96 |
| Hindustan Petroleum Corporation | Refineries & Marketing | 0.146 | Mar 2025 | 2.990 | 37.81 |
| Cummins India | Compressors- Pumps & Diesel Engines | 0.078 | Mar 2025 | 1.890 | 36.82 |
| Gokaldas Exports | Garments & Apparels | 0.819 | May 2025 | 1.020 | 33.36 |
| Interglobe Aviation | Airline | 0.026 | Mar 2025 | 1.140 | 25.13 |
| ICICI Bank | Private Sector Bank | 0.021 | Nov 2023 | 4.110 | 16.03 |
| Bharti Airtel | Telecom - Cellular & Fixed line services | 0.013 | Jan 2024 | 3.180 | 11.3 |
| Lemon Tree Hotels | Hotels & Resorts | 0.411 | Nov 2023 | 1.090 | 10.62 |
| Bharat Electronics | Aerospace & Defense | 0.040 | Nov 2023 | 2.530 | 8.75 |
| Delhivery | Logistics Solution Provider | 0.258 | May 2025 | 1.820 | 7.14 |
| Adani Ports & Special Economic Zone | Port & Port services | 0.062 | Nov 2023 | 3.940 | 6.39 |
| Zomato | E-Retail/ E-Commerce | 0.062 | Nov 2023 | 3.830 | 4.37 |
Stocks where the stakes decreased:
No available stocks
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| HDFC Bank | Private Sector Bank | 0.017 | Nov 2023 | 5.320 |
| Paytm - One97 Communications Ltd | Financial Technology (Fintech) | 0.190 | Nov 2023 | 3.200 |
| Cartrade Tech | E-Retail/ E-Commerce | 0.725 | Sep 2024 | 2.110 |
| Hero MotoCorp | 2/3 Wheelers | 0.091 | Aug 2025 | 2.030 |
| State Bank of India | Public Sector Bank | 0.012 | Nov 2023 | 2.020 |
| Syrma SGS Technology | Industrial Products | 0.632 | Oct 2024 | 2.010 |
| Kotak Mahindra Bank | Private Sector Bank | 0.022 | Feb 2025 | 1.900 |
| Motilal Oswal Financial Services | Stockbroking & Allied | 0.149 | Nov 2023 | 1.770 |
| PNB Housing Finance | Housing Finance Company | 0.353 | Dec 2023 | 1.730 |
| KPIT Technologies | Computers - Software & Consulting | 0.235 | Nov 2023 | 1.520 |
| Fortis Healthcare | Hospital | 0.095 | Nov 2023 | 1.490 |
| DLF | Residential- Commercial Projects | 0.039 | Jan 2025 | 1.460 |
| Multi Commodity Exchange of India | Exchange and Data Platform | 0.152 | May 2025 | 1.460 |
| Varun Beverages Ltd | Other Beverages | 0.044 | Nov 2023 | 1.430 |
| PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.084 | Apr 2025 | 1.390 |
| 360 One Wam | Stockbroking & Allied | 0.150 | Nov 2023 | 1.330 |
| Marico | Edible Oil | 0.065 | Sep 2025 | 1.250 |
| NBCC (India) | Civil Construction | 0.192 | May 2025 | 1.230 |
| Ola Electric Mobility Ltd | 2/3 Wheelers | 0.265 | Jul 2025 | 1.190 |
| Indian Hotels Company | Hotels & Resorts | 0.053 | May 2025 | 1.140 |
| Torrent Pharmaceuticals | Pharmaceuticals | 0.046 | Feb 2024 | 1.130 |
| Power Grid Corporation of India | Power - Transmission | 0.021 | Apr 2024 | 1.120 |
| NTPC | Power Generation | 0.017 | Nov 2023 | 1.110 |
| Apollo Hospitals Enterprise | Hospital | 0.049 | Nov 2023 | 1.090 |
| Adani Transmission | Power Distribution | 0.043 | Aug 2024 | 1.040 |
| HDFC Asset Management Company | Asset Management Company | 0.045 | Oct 2024 | 1.040 |
| ABB India | Heavy Electrical Equipment | 0.045 | Feb 2025 | 1.000 |
| Muthoot Finance | Non Banking Financial Company (NBFC) | 0.037 | Mar 2025 | 0.960 |
| REC Limited | Financial Institution | 0.048 | Oct 2024 | 0.960 |
| KPR Mill | Other Textile Products | 0.126 | Aug 2024 | 0.930 |
| Indegene Ltd | Healthcare Research- Analytics & Technology | 0.352 | Jun 2024 | 0.920 |
| Bajaj Auto | 2/3 Wheelers | 0.018 | Feb 2025 | 0.900 |
| Phoenix Mills | Residential- Commercial Projects | 0.072 | Nov 2023 | 0.890 |
| Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.026 | Nov 2023 | 0.760 |
| Honeywell Automation India | Industrial Products | 0.099 | Jan 2024 | 0.650 |
| Aadhar Housing Finance Ltd | Housing Finance Company | 0.124 | Jul 2025 | 0.550 |
| Saregama India | Media & Entertainment | 0.277 | May 2024 | 0.490 |
| GlaxoSmithKline Pharmaceuticals | Pharmaceuticals | 0.050 | Nov 2023 | 0.450 |
| India Shelter Finance Corporation | Housing Finance Company | 0.170 | Jul 2025 | 0.340 |
| Hitachi Energy India | Heavy Electrical Equipment | 0.014 | Mar 2025 | 0.230 |