Helios Flexi Cap Fund introduced 3 new stocks to its portfolio in May 2026. Adani Enterprises was the largest addition, with the fund buying 5.73 lakh shares, giving the stock a 2.37% portfolio weight.
Dixon Technologies was added with 1.26 lakh shares and a 2.04% allocation, while Computer Age Management Services (CAMS) entered the portfolio with 4.73 lakh shares and a 0.53% weight.
The fund exited Tata Motors after selling its entire holding of 33.63 lakh shares. The stock accounted for 2.04% of the portfolio at the end of April.
Helios also sold its complete stake of 1.74 lakh shares in Titan Company, which had a portfolio weight of 1.13% in the previous month.
Both stocks were removed from the portfolio during May.
Among existing investments, Solar Industries India recorded the biggest increase in allocation, rising from 1.15% to 1.57%. Holdings in Muthoot Finance and Power Grid Corporation of India were also increased during the month.
The fund additionally raised exposure to BSE, Sedemac Mechatronics, NBCC, PNB Housing Finance and The Phoenix Mills. On the other hand, HDFC Bank saw the largest reduction in holdings, with allocation falling from 4.35% to 3.25%.
Exposure to Delhivery, Shriram Finance, Cholamandalam Investment & Finance Company, Hitachi Energy India and PB Fintech was also reduced.
The fund managed assets worth ₹7,094 crore at the end of May, with 98.4% invested in equities across 67 stocks.
Adani Ports and Special Economic Zone remained the largest holding at 4.56%, followed by Eternal, ICICI Bank, Reliance Industries and HDFC Bank. The top 5 holdings together accounted for 18.44% of the portfolio.
Banks remained the largest sector allocation at 12.4%, followed by Capital Markets at 10.4% and Finance at 8.1%.
Retailing, Transport Services, Financial Services, Automobiles, Construction and Power together accounted for a significant share of the fund’s overall exposure.
Read More: Mutual Funds Reduce Holdings in 13 Midcap Stocks Following 2 Quarters of Buying!
The fund made multiple portfolio changes in May, including 3 new additions, 2 complete exits and revisions to several existing holdings. Its equity allocation remained at 98.4% across a portfolio of 67 stocks.
For daily market updates and regular stock market news in Hindi, stay tuned to Angel One's share market news in Hindi.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.
Published on: Jun 10, 2026, 2:14 PM IST
Team Angel One
We're Live on WhatsApp! Join our channel for market insights & updates
Get the link to download the App
