Samir Arora-backed Helios Mid Cap Fund exits Dixon Technologies, 2 others; adds 7 stocks

Samir Arora-backed Helios Mid Cap Fund made a complete exit from Dixon Technologies (India) and two other stocks from its portfolio in August. It added Coforge, Lalithaa Jewellery and five other stocks during the month, according to the monthly portfolio data (Source: ACE MF).

The fund sold nearly 40,846 shares of Dixon Technologies from its portfolio, with a market value of Rs 57.38 crore. It also sold around 1.74 lakh shares of Aadhar Housing Finance and 70,187 shares of Black Box during the period.

The midcap fund added 2.68 lakh shares of Coforge to its portfolio, worth Rs 53.34 crore, in August. It added 6.27 lakh shares of Lalithaa Jewellery, followed by 3.90 lakh shares of Saregama India, 1.35 lakh shares of Concord Biotech, 1.22 lakh shares of PB Fintech, 35,074 shares of Netweb Technologies India and 3,450 shares of Bosch.


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The exposure was increased in 15 stocks. The fund added 5.38 lakh shares of Edelweiss Financial Services to its portfolio and held nearly 16.23 lakh shares in August. It added 4.97 lakh shares of Poonawalla Fincorp, taking its holding to 6.42 lakh shares in August, compared with 1.45 lakh shares in the previous month.

The fund added 1.71 lakh shares of Swiggy and 98,221 shares of Sona BLW Precision Forgings, followed by 65,063 shares of UNO Minda and 48,300 shares of AU Small Finance Bank to its portfolio.

The other stocks where the fund increased its stake were 360 One Wam, Motilal Oswal Financial Services, APL Apollo Tubes, MCX, Siemens Energy India, GlaxoSmithKline Pharmaceuticals, Radico Khaitan, GE Vernova T&D India and Data Patterns (India).

The exposure remained unchanged in 50 stocks. These included Escorts Kubota, Ethos, Page Industries, CarTrade Tech, Max Financial Services, Aether Energy, Gokaldas Exports, Paytm, Honasa Consumer, Vishal Mega Mart and IDFC First Bank.

In August, the fund had 72 stocks in its portfolio compared with 68 stocks in the previous month. The portfolio was spread across 23 sectors, with the highest allocation to finance at around 19.74%.

Launched on March 13, 2025, the fund had an AUM of Rs 2,228 crore as of August 2026, compared with Rs 1,951 crore in July. Since its inception, the fund delivered a CAGR of 24.93%. In the last one year, the fund delivered a 12.76% return, compared with 6.88% for the benchmark.

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The performance is benchmarked against Nifty Midcap 150 - TRI. The fund holds 3.95% in largecaps, 65.61% in midcaps, 29.24% in smallcaps and 1.19% in others.

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