Helios Holdings Changes - May 2026

Stocks bought and sold by Helios funds between April 2026 → May 2026

16 New Additions 16 Removals 4 Funds with Changes

← All AMCs (Interactive) April 2026 May 2026

Helios Small Cap Fund (Small Cap Fund

Small Cap • 6 additions • 6 removals • 2 increased • 0 decreased

New Additions

Healthcare Global Enterprises Ltd. • Healthcare Services

0% → +1.69%

CarTrade Tech Ltd. • Retailing

0% → +1.67%

Carborundum Universal Ltd. • Industrial Products

0% → +1.65%

Computer Age Management Services Ltd. • Capital Markets

0% → +1.63%

Park Medi World Ltd. • Healthcare Services

0% → +1.63%

NBCC (India) Ltd. • Construction

0% → +1.62%

Removed

Voltamp Transformers Ltd. • Electrical Equipment

1.94% → 0%

Delhivery Ltd. • Transport Services

1.67% → 0%

PNB Housing Finance Ltd. • Finance

1.62% → 0%

One 97 Communications Ltd. • Financial Technology (Fintech)

1.62% → 0%

GE Vernova T&D India Ltd. • Electrical Equipment

1.6% → 0%

Mahindra Logistics Ltd. • Transport Services

1.54% → 0%

Increased

Black Box Ltd. • IT - Services

1.57% → 2.29%

TD Power Systems Ltd. • Electrical Equipment

1.89% → 2.21%

Decreased

No holdings decreased

Helios Large & Mid Cap Fund (Large & Mid Cap Fund

Large & Mid Cap • 5 additions • 5 removals • 1 increased • 2 decreased

New Additions

Adani Enterprises Ltd. • Metals & Minerals Trading

0% → +2.62%

BSE Ltd. • Capital Markets

0% → +2.18%

Dixon Technologies (India) Ltd. • Consumer Durables

0% → +2.03%

Torrent Pharmaceuticals Ltd. • Pharmaceuticals & Biotechnology

0% → +1.99%

Varun Beverages Ltd. • Beverages

0% → +1.99%

Removed

Hitachi Energy India Ltd. • Electrical Equipment

2.58% → 0%

Tata Motors Ltd. • Agricultural, Commercial & Construction Vehicles

2.01% → 0%

Kotak Mahindra Bank Ltd. • Banks

1.96% → 0%

PB Fintech Ltd. • Financial Technology (Fintech)

1.91% → 0%

Shriram Finance Ltd. • Finance

1.9% → 0%

Increased

Adani Ports and Special Economic Zone Ltd. • Transport Infrastructure

4.09% → 4.66%

Decreased

HDFC Bank Ltd. • Banks

3.6% → 2.7%

Reliance Industries Ltd. • Petroleum Products

3.39% → 2.93%

Helios Mid Cap Fund (Mid Cap Fund

Mid Cap • 3 additions • 3 removals • 0 increased • 2 decreased

New Additions

Dixon Technologies (India) Ltd. • Consumer Durables

0% → +2.03%

Black Box Ltd. • IT - Services

0% → +1.97%

Endurance Technologies Ltd. • Auto Components

0% → +1.95%

Removed

Escorts Kubota Ltd. • Agricultural, Commercial & Construction Vehicles

2.25% → 0%

APL Apollo Tubes Ltd. • Industrial Products

2.01% → 0%

Cummins India Ltd. • Industrial Products

1.92% → 0%

Increased

No holdings increased

Decreased

Hitachi Energy India Ltd. • Electrical Equipment

3.88% → 2.39%

GE Vernova T&D India Ltd. • Electrical Equipment

2.52% → 2.06%

Helios Flexi Cap Fund (An open-ended dynamic equity scheme investing across large cap, mid cap & small cap stocks)

Large Cap • 2 additions • 2 removals • 1 increased • 2 decreased

New Additions

Adani Enterprises Ltd. • Metals & Minerals Trading

0% → +2.37%

Dixon Technologies (India) Ltd. • Consumer Durables

0% → +2.04%

Removed

Tata Motors Ltd. • Agricultural, Commercial & Construction Vehicles

2.04% → 0%

Shriram Finance Ltd. • Finance

2% → 0%

Increased

BSE Ltd. • Capital Markets

1.82% → 2.13%

Decreased

HDFC Bank Ltd. • Banks

4.35% → 3.25%

Reliance Industries Ltd. • Petroleum Products

3.76% → 3.31%

Other AMCs - May 2026

360 ONE Abakkus Aditya Birla Sun Life Angel One Axis Bajaj Finserv Bandhan Baroda BNP Paribas Canara Robeco DSP View All AMCs →

About Helios Holdings Changes

This page shows the stocks that Helios mutual funds have bought (added) and sold (removed) in May 2026 compared to April 2026. Data is sourced from official SEBI-mandated monthly portfolio disclosures published by Helios.

Tracking what professional fund managers are buying helps identify stocks with institutional conviction. If multiple funds from Helios are adding the same stock, it signals strong conviction in that company's fundamentals.