Helios Financial Services Fund
Holdings
31
Concentrated
Top 10 weight
67%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation
Portfolio
4Sectors6Large positions38.7%Top: Banks0.0%Cash
Market-cap allocation
Large cap58%
Mid cap20%
Small cap13%
Asset allocation
Equity98%
Top holdings
ICICI Bank Ltd.EQUITY13.7%
HDFC Bank Ltd.EQUITY12.1%
Bajaj Finance Ltd.EQUITY8.3%
One 97 Communications Ltd.EQUITY6.8%
State Bank of IndiaEQUITY6.4%
SBI funds Management ltd.EQUITY5.0%
Shriram Finance Ltd.EQUITY4.4%
Axis Bank Ltd.EQUITY4.0%
Motilal Oswal Financial Services Ltd.EQUITY3.6%
Sign in for free to unlock all 31 holdings →Portfolio insights
Portfolio read
- 98% equity.
- Large-cap exposure is 58%.
- Largest equity sector is Banks at 38.7%.
Watchpoints
- Sector concentration is elevated: Banks represents 39%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Sectoral / Thematic.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks38.7%
Finance28.6%
Capital Markets24.4%