
Helios Flexi Cap Fund
Portfolio as of Jun 2025
Flexi Cap
Stocks added for the first time:
No available stocks
Stocks exited in Jun 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|
Federal Bank | Private Sector Bank | 0.000 | 0.000 | -100 |
BLS International Services | Tour, Travel Related Services | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Delhivery | Logistics Solution Provider | 0.176 | May 2025 | 1.490 | 52.12 |
NBCC (India) | Civil Construction | 0.086 | May 2025 | 0.860 | 49.93 |
DLF | Residential- Commercial Projects | 0.038 | Jan 2025 | 2.300 | 31.37 |
Motilal Oswal Financial Services | Stockbroking & Allied | 0.130 | Nov 2023 | 1.960 | 8.12 |
Hitachi Energy India | Heavy Electrical Equipment | 0.014 | Mar 2025 | 0.360 | 2.88 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
State Bank of India | Public Sector Bank | 0.010 | Nov 2023 | 2.220 | -18.32 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
HDFC Bank | Private Sector Bank | 0.015 | Nov 2023 | 6.790 |
ICICI Bank | Private Sector Bank | 0.017 | Nov 2023 | 5.010 |
Adani Ports & Special Economic Zone | Port & Port services | 0.038 | Nov 2023 | 3.460 |
Zomato | E-Retail/ E-Commerce | 0.045 | Nov 2023 | 3.320 |
Bharti Airtel | Telecom - Cellular & Fixed line services | 0.009 | Jan 2024 | 2.980 |
Paytm - One97 Communications Ltd | Financial Technology (Fintech) | 0.161 | Nov 2023 | 2.840 |
Hindustan Petroleum Corporation | Refineries & Marketing | 0.103 | Mar 2025 | 2.840 |
Bharat Electronics | Aerospace & Defense | 0.030 | Nov 2023 | 2.690 |
Kotak Mahindra Bank | Private Sector Bank | 0.020 | Feb 2025 | 2.420 |
KPIT Technologies | Computers - Software & Consulting | 0.230 | Nov 2023 | 2.330 |
360 One Wam | Stockbroking & Allied | 0.149 | Nov 2023 | 2.090 |
PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.083 | Apr 2025 | 2.020 |
PNB Housing Finance | Housing Finance Company | 0.233 | Dec 2023 | 2.010 |
Varun Beverages Ltd | Other Beverages | 0.038 | Nov 2023 | 1.740 |
Cartrade Tech | E-Retail/ E-Commerce | 0.700 | Sep 2024 | 1.690 |
Axis Bank | Private Sector Bank | 0.016 | Apr 2025 | 1.680 |
Power Grid Corporation of India | Power - Transmission | 0.020 | Apr 2024 | 1.660 |
ABB India | Heavy Electrical Equipment | 0.044 | Feb 2025 | 1.660 |
Fortis Healthcare | Hospital | 0.095 | Nov 2023 | 1.650 |
NTPC | Power Generation | 0.016 | Nov 2023 | 1.560 |
Multi Commodity Exchange of India | Exchange and Data Platform | 0.116 | May 2025 | 1.560 |
Apollo Hospitals Enterprise | Hospital | 0.049 | Nov 2023 | 1.460 |
REC Limited | Financial Institution | 0.047 | Oct 2024 | 1.460 |
HDFC Asset Management Company | Asset Management Company | 0.045 | Oct 2024 | 1.430 |
KPR Mill | Other Textile Products | 0.120 | Aug 2024 | 1.410 |
Indegene Ltd | Healthcare Research- Analytics & Technology | 0.351 | Jun 2024 | 1.400 |
Interglobe Aviation | Airline | 0.021 | Mar 2025 | 1.380 |
Adani Transmission | Power Distribution | 0.042 | Aug 2024 | 1.320 |
Bajaj Auto | 2/3 Wheelers | 0.017 | Feb 2025 | 1.200 |
Syrma SGS Technology | Industrial Products | 0.418 | Oct 2024 | 1.180 |
Muthoot Finance | Non Banking Financial Company (NBFC) | 0.037 | Mar 2025 | 1.130 |
Cummins India | Compressors- Pumps & Diesel Engines | 0.040 | Mar 2025 | 1.100 |
Torrent Pharmaceuticals | Pharmaceuticals | 0.032 | Feb 2024 | 1.050 |
Lemon Tree Hotels | Hotels & Resorts | 0.321 | Nov 2023 | 1.040 |
Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.025 | Nov 2023 | 1.030 |
ICICI Lombard General Insurance Company | General Insurance | 0.034 | Jul 2024 | 0.990 |
Gokaldas Exports | Garments & Apparels | 0.503 | May 2025 | 0.980 |
HDFC Life Insurance Company | Life Insurance | 0.018 | Sep 2024 | 0.890 |
Indian Hotels Company | Hotels & Resorts | 0.027 | May 2025 | 0.860 |
GlaxoSmithKline Pharmaceuticals | Pharmaceuticals | 0.050 | Nov 2023 | 0.820 |
Saregama India | Media & Entertainment | 0.273 | May 2024 | 0.770 |
Westlife Development | Restaurants | 0.220 | Nov 2023 | 0.740 |
Honeywell Automation India | Industrial Products | 0.066 | Jan 2024 | 0.670 |
Phoenix Mills | Residential- Commercial Projects | 0.041 | Nov 2023 | 0.620 |