Helios Financial Services Fund

Helios Mutual FundThematicPortfolio as of 31 July 2026

Helios Financial Services Fund holds 31 instruments (98.5% equity), led by ICICI Bank Limited (13.74%), HDFC Bank Limited (12.13%) and Bajaj Finance Limited (8.25%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
31
Equity Allocation
98.5%
AMC
Helios Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Helios Financial Services Fund, managed by Helios Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 31 instruments with an equity allocation of 98.5%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Helios Financial Services Fund's top 10 holdings account for 67.49% of its portfolio, more concentrated than the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 98.5% of net assets, spread across 1 sector in total. Since its 30 June 2026 disclosure, the fund added 4 new positions and exited 0 positions, with HDFC Bank Limited seeing the largest move (-4.2pp to 12.13%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

4 new entries5 increased10 reduced

Biggest Weight Increases

StockWeightChange
Bajaj Finance Limited6.44% → 8.25%▲ +1.81
Cholamandalam Investment and Finance Company Limited2.13% → 3.19%▲ +1.06
One 97 Communications Limited5.87% → 6.81%▲ +0.94
ICICI Bank Limited13.35% → 13.74%▲ +0.39
Shriram Finance Limited4.19% → 4.4%▲ +0.21

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited16.33% → 12.13%▼ -4.2
BSE Limited4.82% → 2.01%▼ -2.81
Multi Commodity Exchange of India Limited5.55% → 2.82%▼ -2.73
Computer Age Management Services Limited3.36% → 2.01%▼ -1.35
Motilal Oswal Financial Services Limited4.28% → 3.56%▼ -0.72
Axis Bank Limited4.42% → 3.98%▼ -0.44
360 ONE WAM LIMITED1.72% → 1.32%▼ -0.4
ICICI Prudential Asset Management Company Limited1.93% → 1.54%▼ -0.39
HDFC Asset Management Company Limited1.88% → 1.58%▼ -0.3
Nippon Life India Asset Management Limited1.44% → 1.19%▼ -0.25

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 13.86%, Mar: 14.94%, Apr: 12.88%, May: 12.9%, Jun: 13.35%, Jul: 13.74%
13.74%
Feb: 16.55%, Mar: 17.28%, Apr: 16.1%, May: 14.64%, Jun: 16.33%, Jul: 12.13%
12.13%
Feb: 6.65%, Mar: 6.6%, Apr: 6.31%, May: 6.16%, Jun: 6.44%, Jul: 8.25%
8.25%
Feb: 5.44%, Mar: 5.86%, Apr: 5.91%, May: 6.08%, Jun: 5.87%, Jul: 6.81%
6.81%
Feb: 7.04%, Mar: 7.33%, Apr: 7.07%, May: 6.42%, Jun: 6.47%, Jul: 6.38%
6.38%

Full Portfolio (31 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services13.74%
2HDFC Bank LimitedFinancial Services12.13%
3Bajaj Finance LimitedFinancial Services8.25%
4One 97 Communications LimitedFinancial Services6.81%
5State Bank of IndiaFinancial Services6.38%
6SBI FUNDS MANAGEMENT LTDFinancial Services5.05%
7Shriram Finance LimitedFinancial Services4.4%
8Axis Bank LimitedFinancial Services3.98%
9Motilal Oswal Financial Services LimitedFinancial Services3.56%
10Cholamandalam Investment and Finance Company LimitedFinancial Services3.19%
11PNB Housing Finance LimitedFinancial Services3.09%
12Muthoot Finance LimitedFinancial Services2.83%
13Multi Commodity Exchange of India LimitedFinancial Services2.82%
14TREPStreps2.48%
15Computer Age Management Services LimitedFinancial Services2.01%
16BSE LimitedFinancial Services2.01%
17City Union Bank LimitedFinancial Services1.71%
18Billionbrains Garage Ventures LimitedFinancial Services1.7%
19Prudent Corporate Advisory Services LimitedFinancial Services1.62%
20HDFC Asset Management Company LimitedFinancial Services1.58%
21ICICI Prudential Asset Management Company LimitedFinancial Services1.54%
22India Shelter Finance Corporation LimitedFinancial Services1.54%
23Piramal Finance LimitedFinancial Services1.44%
24360 ONE WAM LIMITEDFinancial Services1.32%
25Aavas Financiers LimitedFinancial Services1.21%
26Poonawalla Fincorp LimitedFinancial Services1.19%
27Nippon Life India Asset Management LimitedFinancial Services1.19%
28Edelweiss Financial Services LimitedFinancial Services0.8%
29IDFC First Bank LimitedFinancial Services0.72%
30Aadhar Housing Finance LimitedFinancial Services0.69%
31Net Receivable / Payableother-0.98%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 13.74% of Helios Financial Services Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 12.13% of Helios Financial Services Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Bajaj Finance Limited is 8.25% of Helios Financial Services Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, One 97 Communications Limited is 6.81% of Helios Financial Services Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, State Bank of India is 6.38% of Helios Financial Services Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Helios Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.