HELIOS MUTUAL FUND
Nifty Bank hits 57,000. Is it time for mutual fund investors to bet on banking funds?
Nifty Bank crossed the 57,000 mark for the first time, driven by strong earnings, low NPAs, and improved valuations. Experts suggest aggressive investors may consider 5–10% exposure to banking funds, but diversified equity funds remain preferable for broader stability.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
Why talk about a correction when the market is clearly in bullish mode? Because, for one, you should always be ready for a correction; along with volatility, it is a part of the market. Second, it is important to know the reason for any correction in the market. Going forward, corrections are likely to happen more because of profit-booking rather than any structural reason. Now, this is very different from how things were in January and February when high valuations and low growth made it a structural issue. With Q4 earnings being better than expected, at least the concern over growth has been addressed. Valuations though are still not cheap. But if there is growth, valuations can be justified.
Bearish is thoughtful, bullish is cavalier? Samir Arora calls out market bias
Indian markets hit fresh highs Monday, boosted by RBI’s surprise easing and global cues. Samir Arora highlighted bias against bullish investors, urging more optimism. Helios MF cut cash levels and raised equity bets in May, signaling strong conviction.
Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani
Dinshaw Irani of Helios Mutual Fund discusses investment strategies. He favors new-age companies and highlights quick commerce potential. Irani expresses optimism about Eternal and fintech companies. He also shares a revised outlook on the auto sector, particularly Bajaj Auto, citing its EV initiatives and export performance. Irani sees potential in the defence sector but notes high valuations.
Muted June quarter ahead, September may offer some relief: Dinshaw Irani
Helios Mutual Fund's CEO, Dinshaw Irani, anticipates a dull June quarter with potential for an uptick in September, driven by interest rate cuts. While power sector faces a breather due to surplus, financial services, particularly banks and NBFCs, remain strong. Irani is also positive on hospitality and healthcare due to limited quality rooms, but negative on IT and FMCG.
Flexi Cap vs. Multi Asset Allocation Mutual Funds: Which one is best for you?
Investors often struggle to pick the right mutual fund. Flexi Cap Funds invest in stocks across market sizes. Multi Asset Allocation Funds invest in equity, debt, and gold. Flexi Cap Funds suit long-term, high-risk investors. Multi Asset Allocation Funds suit medium-term, moderate-risk investors. Experts suggest considering risk appetite and investment goals. Investors can choose schemes based on their needs.
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Mutual funds cut exposure in Adani Group, offload over 85 lakh shares in April
The exposure to Adani Green Energy decreased by 16.34% month-on-month, reducing the total number of shares to 1.37 crore in April, compared to 1.63 crore in March. Exposure to Adani Energy Solutions fell by 11.93%, while Adani Enterprises saw a significant drop of 5.38%.
B30 AUM growth outpaced T30 AUM growth in 5 years: Franklin Templeton India Mutual Fund
The AUM growth in B30 cities in India has outpaced the growth in the T30 cities in the past 5 years. The equity cult and financialization of assets as a theme is picking up pace, it is evident as data shows that the mutual funds are moving beyond the top 15 cities, according to a press note on the Indian Mutual Fund industry by Franklin Templeton India Mutual Fund.
Helios Flexi Cap Fund exits Reliance Industries, adds 3 stocks in April
Helios Flexi Cap Fund fully exited Reliance Industries in April, selling shares worth ₹105.95 crore. Simultaneously, the fund introduced Ather Energy, Axis Bank, and PB Fintech to its portfolio. It also increased exposure in 360 One WAM, ITC Hotels, and Syrma SGS Technology while maintaining positions in 47 other stocks, reflecting a dynamic investment strategy.
Should the market focus on tariff war and not India-Pakistan conflict? Samir Arora explains
Helios Capital's Samir Arora advises against panicking over geopolitical tensions, emphasizing India's de-escalatory stance. He suggests focusing on the tariff war's positive impact on India, including a potential shift in global investment flows away from the U.S. Arora believes short-term market reactions to events are often unreasonable, advocating for a long-term investment perspective and rational decision-making.
Biggest call is to conserve money and stick to old warhorses like banks: Dinshaw Irani
Dinshaw Irani of Helios Mutual Fund is cautiously optimistic, favoring established investments amid market volatility. He anticipates a potential boost in the December quarter if the US eases tariff tensions. Irani is bullish on the power sector despite limited appealing investment options, and sees the banking sector, fueled by FII inflows and increased liquidity, as a key market driver.
FIIs are back but retail has started selling; stay cautious on auto, IT & FMCG: Dinshaw Irani
Foreign Institutional Investors are back in the Indian market. They have invested significantly, around $3.5-4 billion. This signals active investment. Dinshaw Irani expresses caution about high valuations. He notes retail selling impacts mid and small-cap performance. Irani is wary of auto, IT, and certain consumer segments. He favours financials, hospitality, and healthcare. India-Pakistan tension remains a concern.
A 2020 flashback? Nifty tanks 5% in one of the steepest post-Covid drops
The Nifty 50 index fell over 5% intraday on April 7, 2025, amid global trade tensions and weak earnings concerns, marking one of its steepest declines since the 2020 COVID-era crash. The index hit a low of 21,743.65, reflecting panic across sectors.
Beyond stock market crash: Post selloff, what to track with eye on earning cycle? Dinshaw Irani explains
Helios Mutual Fund CEO Dinshaw Irani comments on the impact of Trump tariffs. He warns of potential trade wars and global instability if America does not compromise. Domestic sectors like healthcare and hospitality may remain stable, while India could benefit. Immediate focus is on navigating market uncertainties with cautious investment in domestic-focused companies.
Will FIIs drive the next market rally? Dinshaw Irani answers
Dinshaw Irani, CEO of Helios Mutual Fund, discusses the market's surprising rally, recent trends in consumer durables, IT, and financial sectors, and the impact of tariffs and corporate earnings on the market. He advises cautious optimism and emphasizes the importance of consistent SIP investments.
Samir Arora explains why his Helios Flexi Cap Fund had 21% cash in February end
Helios Flexi Cap Fund's cash allocation surged from 1.70% in January to 20.60% in February. The fund exited 11 stocks, including Infosys, TCS, and HCL Tech, while adding ABB India, Bajaj Auto, and Kotak Mahindra Bank. It increased stakes in Bajaj Finance, Zomato, and DLF, while reducing holdings in S H Kelkar and KPIT Technologies.
Samir Arora increases cash allocation from 2% to 21% in February in Helios Flexi Cap Fund
Amid market volatility, Helios Flexi Cap Fund increased cash holdings to 20.6% in February. The fund added stocks like Zomato and Bajaj Finance while exiting 11 stocks, including Infosys and TCS. Three new stocks, including Kotak Mahindra Bank, were introduced. The fund manages Rs 2,453.23 crore and follows a dynamic equity investment approach.
NFO Update: Helios Mutual Fund launched large & mid cap fund
Helios Mutual Fund has introduced the Helios Large & Mid Cap Fund, an open-ended equity scheme focused on large and mid-cap stocks. The new fund offer (NFO) will be available for subscription from October 10 to October 24, with continuous sale and repurchase reopening on November 4.
Helios Mutual Fund launches financial services fund
Helios Mutual Fund has launched Helios Financial Services Fund, an open-ended equity scheme investing in the financial services sector.
Five mutual fund houses files draft offer documents with Sebi
Out of these six funds, four funds will be passive funds (ETF and Index) and two will be sectoral funds. Motilal Oswal Mutual Fund has filed drafts for Motilal Oswal Nifty500 LargeMidSmall Equal-Cap Weighted Index Fund and Motilal Oswal Nifty India Defence Index Fund.
21 mutual fund NFOs mobilised Rs 4,146 crore in March
Around 21 mutual fund NFOs were floated in March which includes open-ended and close-ended schemes, they together mobilised Rs 4,146 crore. Two close-ended and 19 open-ended new fund offers were opened for subscription.
Helios Mutual Fund launches Balanced Advantage Fund
The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity and equity related instruments and active use of debt, money market instruments and derivatives.
Samir Arora's Helios Mutual Fund files draft document for balanced advantage fund
The scheme will be benchmarked against CRISIL Hybrid 50+50 – Moderate Index. The scheme will be managed by Alok Bahl (equity investments), and Utssav Modi (debt investments).
Helios Mutual Fund launches Helios Overnight Fund; should you invest?
The performance of the scheme will be benchmarked against CRISIL Liquid Overnight Index. The scheme will be managed by Alok Bahl and Utsav Modi.
Helios Mutual Fund files draft for a flexi cap fund
The performance of the scheme will be benchmarked against NIFTY 500 TRI. The scheme will be managed by Apurva Sharma. The minimum application amount will be Rs 5,000 and in multiples of Re 1 thereafter.
Helios Mutual Fund files draft for overnight fund
The scheme will be benchmarked against CRISIL Liquid Overnight Index. Alok Bahl will manage the scheme.
Helios Capital gets Sebi's nod to launch mutual fund business
After quitting Alliance Capital 20 years ago, Arora is re-entering the 43-player mutual fund industry. He was the Chief Investment Officer of Alliance Capital's Indian mutual fund business.
Helios Capital gets Sebi's in-principle approval to launch mutual fund business
A flurry of applications for a mutual fund license was seen after the market regulator allowed fintech firms to enter the space.
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