This mutual fund sold all the shares of Reliance, and now knows which stocks it chose for better returns.

Helios Flexi Cap Mutual Fund exited Reliance in April and invested in Ather Energy, Axis Bank, and PB Fintech. The fund increased its stake in ITC Hotels, 360 One WAM, and Syrma SGS. With 53 stocks and Rs 2,970 crore AUM, the fund focuses on long-term growth.

Helios Flexi Cap Mutual Fund decided to exit Reliance Industries completely in April. The fund house has sold around 8.30 lakh Reliance shares, which were worth Rs 105.95 crore. The fund house did not stop here, it has also added new shares to its portfolio. The fund bought shares from Ather Energy's IPO and also bought shares of Axis Bank and PB Fintech. During this period, the fund holds 6.99 lakh shares of Ather Energy, 4.86 lakh shares of Axis Bank and 2.28 lakh shares of PB Fintech.

The fund increased its stake in three stocks

Helios Flexi Cap Mutual Fund increased its stake in three stocks in April, including 360 One WAM, ITC Hotels, and Syrma SGS Technology. The fund bought 4.45 lakh shares in ITC Hotels, taking its total to 15.06 lakh in April from 10.61 lakh in March. 3.26 lakh shares of 360 One WAM and 1.93 lakh shares of Syrma SGS Technology were also added to the portfolio.

This mutual fund sold all the shares of Reliance, and now knows which stocks it chose for better returns.

Helios Flexi Cap Mutual Fund exited Reliance in April and invested in Ather Energy, Axis Bank, and PB Fintech. The fund increased its stake in ITC Hotels, 360 One WAM, and Syrma SGS. With 53 stocks and Rs 2,970 crore AUM, the fund focuses on long-term growth.

Helios Flexi Cap Mutual Fund decided to exit Reliance Industries completely in April. The fund house has sold around 8.30 lakh Reliance shares, which were worth Rs 105.95 crore. The fund house did not stop here, it has also added new shares to its portfolio. The fund bought shares from Ather Energy's IPO and also bought shares of Axis Bank and PB Fintech. During this period, the fund holds 6.99 lakh shares of Ather Energy, 4.86 lakh shares of Axis Bank and 2.28 lakh shares of PB Fintech.

This mutual fund sold all the shares of Reliance, and now knows which stocks it chose for better returns.

Helios Flexi Cap Mutual Fund exited Reliance in April and invested in Ather Energy, Axis Bank, and PB Fintech. The fund increased its stake in ITC Hotels, 360 One WAM, and Syrma SGS. With 53 stocks and Rs 2,970 crore AUM, the fund focuses on long-term growth.

Helios Flexi Cap Mutual Fund decided to exit Reliance Industries completely in April. The fund house has sold around 8.30 lakh Reliance shares, which were worth Rs 105.95 crore. The fund house did not stop here, it has also added new shares to its portfolio. The fund bought shares from Ather Energy's IPO and also bought shares of Axis Bank and PB Fintech. During this period, the fund holds 6.99 lakh shares of Ather Energy, 4.86 lakh shares of Axis Bank and 2.28 lakh shares of PB Fintech.

The fund increased its stake in three stocks

Helios Flexi Cap Mutual Fund increased its stake in three stocks in April, including 360 One WAM, ITC Hotels, and Syrma SGS Technology. The fund bought 4.45 lakh shares in ITC Hotels, taking its total to 15.06 lakh in April from 10.61 lakh in March. 3.26 lakh shares of 360 One WAM and 1.93 lakh shares of Syrma SGS Technology were also added to the portfolio.

The fund did not change its investment in 47 stocks

The fund did not reduce its stake in any stock, but kept the investment in 47 stocks unchanged. Stocks in which the stake remained unchanged include big names like Adani Ports, Adani Energy Solutions, Bharti Airtel, HDFC AMC, ICICI Bank, Kotak Mahindra Bank, SBI, HDFC Bank and Varun Beverages. The fund held 53 stocks at the end of April, as against 51 in March. Along with this, the fund has a cash amount of Rs 152 crore, which was Rs 97.66 crore in March.

Total AUM of Helios Flexi Cap Mutual Fund is Rs 2,970 crore

The total asset under management (AUM) of Helios Flexi Cap Mutual Fund was Rs 2,970 crore as on April 30, 2025, as against Rs 2,779 crore in March. It is an open-ended dynamic equity scheme that invests in large cap, mid cap and small cap stocks.

56.98% of the fund is invested in large-cap stocks

The main objective of the fund is to increase wealth in the long term. It is managed by Alok Bahl and Pratik Singh. The fund was launched on 13 November 2023. 56.98% of this fund is invested in large cap stocks, 24.21% in mid cap stocks, 11.92% in small cap stocks, and 6.89% in other stocks. The fund has 37.83% investment in the top 10 stocks.

This is just for information, not any investment advice. Mutual funds also carry risk, so consult an expert before investing money.

Helios Flexi Cap Mutual Fund increased its stake in three stocks in April, including 360 One WAM, ITC Hotels, and Syrma SGS Technology. The fund bought 4.45 lakh shares in ITC Hotels, taking its total to 15.06 lakh in April from 10.61 lakh in March. 3.26 lakh shares of 360 One WAM and 1.93 lakh shares of Syrma SGS Technology were also added to the portfolio.

The fund did not change its investment in 47 stocks

The fund did not reduce its stake in any stock, but kept the investment in 47 stocks unchanged. Stocks in which the stake remained unchanged include big names like Adani Ports, Adani Energy Solutions, Bharti Airtel, HDFC AMC, ICICI Bank, Kotak Mahindra Bank, SBI, HDFC Bank and Varun Beverages. The fund held 53 stocks at the end of April, as against 51 in March. Along with this, the fund has a cash amount of Rs 152 crore, which was Rs 97.66 crore in March.

Total AUM of Helios Flexi Cap Mutual Fund is Rs 2,970 crore

The total asset under management (AUM) of Helios Flexi Cap Mutual Fund was Rs 2,970 crore as on April 30, 2025, as against Rs 2,779 crore in March. It is an open-ended dynamic equity scheme that invests in large cap, mid cap and small cap stocks.

56.98% of the fund is invested in large-cap stocks

The main objective of the fund is to increase wealth in the long term. It is managed by Alok Bahl and Pratik Singh. The fund was launched on 13 November 2023. 56.98% of this fund is invested in large cap stocks, 24.21% in mid cap stocks, 11.92% in small cap stocks, and 6.89% in other stocks. The fund has 37.83% investment in the top 10 stocks.

This is just for information, not any investment advice. Mutual funds also carry risk, so consult an expert before investing money.

The fund did not reduce its stake in any stock, but kept the investment in 47 stocks unchanged. Stocks in which the stake remained unchanged include big names like Adani Ports, Adani Energy Solutions, Bharti Airtel, HDFC AMC, ICICI Bank, Kotak Mahindra Bank, SBI, HDFC Bank and Varun Beverages. The fund held 53 stocks at the end of April, as against 51 in March. Along with this, the fund has a cash amount of Rs 152 crore, which was Rs 97.66 crore in March.

Total AUM of Helios Flexi Cap Mutual Fund is Rs 2,970 crore

The total asset under management (AUM) of Helios Flexi Cap Mutual Fund was Rs 2,970 crore as on April 30, 2025, as against Rs 2,779 crore in March. It is an open-ended dynamic equity scheme that invests in large cap, mid cap and small cap stocks.

56.98% of the fund is invested in large-cap stocks

The main objective of the fund is to increase wealth in the long term. It is managed by Alok Bahl and Pratik Singh. The fund was launched on 13 November 2023. 56.98% of this fund is invested in large cap stocks, 24.21% in mid cap stocks, 11.92% in small cap stocks, and 6.89% in other stocks. The fund has 37.83% investment in the top 10 stocks.

This is just for information, not any investment advice. Mutual funds also carry risk, so consult an expert before investing money.