Helios Balanced Advantage Fund
Holdings
59
Broad portfolio
Top 10 weight
39%
Concentration
Strategy
Active
Portfolio style
Equity
85%
Asset allocation
Portfolio
23Sectors1Large positions19.6%Top: Banks0.0%Cash
Market-cap allocation
Large cap65%
Mid cap10%
Small cap5%
Asset allocation
Equity85%
Top holdings
ICICI Bank Ltd.EQUITY5.3%
TREPSDERIVATIVE4.8%
Bharti Airtel Ltd.EQUITY4.6%
HDFC Bank Ltd.EQUITY3.7%
Shriram Finance Ltd.EQUITY3.6%
Kotak Mahindra Bank Ltd.EQUITY3.6%
One 97 Communications Ltd.EQUITY3.5%
Bajaj Finance Ltd.EQUITY3.2%
Eternal Ltd.EQUITY3.2%
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Portfolio read
- 85% equity.
- Large-cap exposure is 65%.
- Largest equity sector is Banks at 19.6%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks19.6%
Finance11.1%
Capital Markets7.3%
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