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Helios Mid Cap Fund

Helios Mutual FundMid Cap FundActiveAs of 2026-07-31
Holdings
70
Broad portfolio
Top 10 weight
27%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation

Portfolio

29Sectors0Large positions11.1%Top: Capital Markets0.0%Cash

Market-cap allocation

Large cap5%
Mid cap65%
Small cap26%

Asset allocation

Equity99%

Top holdings

Marico Ltd.EQUITY2.5%
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Portfolio insights

Portfolio read

  • 99% equity.
  • Large-cap exposure is 5%.
  • Largest equity sector is Capital Markets at 11.1%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Mid Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

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