Helios Mid Cap Fund Leads in Mid and Small Cap Stock Exposure in August 2026

Helios Mid Cap Fund has secured a leading position among the midcap mutual funds with the highest exposure to mid and small cap stocks as of August 2026, as per the ET Wealth report.  

The fund recorded an exposure of 60.1%, setting itself apart from its peers in this small-cap. 

Helios Mid Cap Fund 

On August 31, 2026, Helios Mid Cap Fund achieved a total exposure of 60.1% in mid and small cap stocks.  

This significant exposure highlights the fund's strategic allocation to medium and small-sized companies, aligning with the fund's investment objectives. 

Other Top Performers 

Following closely, the Aditya Birla Sun Life Mid Cap Fund showed a total exposure of 57.9% in mid and small cap stocks.  

Meanwhile, SBI Midcap Fund held an exposure of 56.1% in these stocks during the same period. 

Franklin India and WhiteOak Capital 

Franklin India Mid Cap Fund maintained an exposure of 55.8% in mid and small cap stocks as of August 31, 2026.  

WhiteOak Capital Mid Cap Fund rounded out the top 5 with a 54.6% exposure. 

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Conclusion 

In August 2026, Helios Mid Cap Fund led with a 60.1% exposure to mid and small cap stocks, followed by Aditya Birla's 57.9% exposure. Other notable funds included SBI with 56.1%, Franklin India at 55.8%, and WhiteOak Capital at 54.6%. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or 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 scheme-related documents carefully. 

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