Helios Flexi Cap fund adds Adani Enterprises, Dixon Technologies, Exits Tata Motors, Titan in May

About this update from Dixon Technologies (india) Ltd.

The Samir Arora-led flagship Helios Flexi Cap Fund made a series of notable portfolio changes during May 2026, adding three new stocks, exiting two positions completely, increasing stakes in eight holdings and reducing exposure to six stocks. The fund's assets under management stood at Rs 7,094 crore at the end of May, with equity allocation of 98.4 percent. The portfolio consisted of 67 stocks.The fund's portfolio remained diversified with Adani Ports and Special Economic Zone as the largest holding with a 4.56 percent allocation, followed by Eternal at 3.73 percent, ICICI Bank at 3.59 percent, Reliance Industries at 3.31 percent and HDFC Bank at 3.25 percent. Other major positions included Bharti Airtel, Larsen & Toubro, State Bank of India and One 97 Communications. The top five holdings accounted for 18.44 percent of the portfolio, while the top ten holdings represented 31.51 percent of the total AUM.Banks remained the fund's largest sector exposure at 12.4 percent, followed by Capital Markets at 10.4 percent and Finance at 8.1 percent. Retailing accounted for 6.2 percent of the portfolio, while Transport Services represented 5.7 percent. Financial Services and Automobiles each accounted for 4 percent, followed by Construction at 3.9 percent and Power at 3.8 percent.New buysDuring the month, the fund initiated positions in three stocks.Adani EnterprisesHelios initiated a fresh position in Adani Enterprises with 5.73 lakh shares, making it the fund's largest new investment during the month. The stock entered the portfolio with a 2.37 percent allocation. The Adani Group stocks have seen increased buying following amid a sharp improvement in sentiment toward Adani Group stocks following developments in the United States, where the Department of Justice dropped fraud-related charges against chairman Gautam Adani and his nephew Sagar Adani.Dixon TechnologiesThe fund also added Dixon Technologies, acquiring 1.26 lakh shares. The position accounted for 2.04 percent of the portfolio, making it another significant new bet. The stock has gained around 1 percent in the month of May. The stock has been in focus amidst growing optimism on the data centre opportunity. On June 4, the electronics manufacturer outlined plans to enter the fast-growing data centre hardware segment through a partnership with a Taiwanese company and announced a new manufacturing facility ...

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