Helios Flexicap Fund’s December 2025 portfolio disclosure has been released, offering fresh insights into the fund’s positioning across equities and cash. The latest data reflects selective additions, steady conviction in core holdings, and active cash management amid evolving market conditions.
As per the December portfolio, the top five holdings of the Helios Flexicap Fund remain unchanged, highlighting continuity in the fund manager’s high-conviction bets. The largest allocations continue to be HDFC, Reliance Industries, ICICI Bank, Zomato, and Adani Ports, indicating a balanced exposure to financials, energy, consumption-led digital businesses, and infrastructure.
One of the key takeaways from the December portfolio is the movement in cash levels. The fund’s cash holding declined to 0.67 percent in December, compared to 2.58 percent in November. This follows an earlier cash position of 0.69 percent in October, suggesting that the fund deployed a significant portion of its November cash buffer back into equities during December. The reduction in cash indicates increased confidence in selected opportunities despite broader market volatility.
The December portfolio also reflects several stock-level changes compared to November. The fund increased exposure to multiple names, while stocks that showed no change in holdings versus November have not been included in this update. This highlights an active portfolio approach rather than passive rebalancing.
Sectorally, the continued presence of large financial institutions among the top holdings underlines Helios Flexicap Fund’s constructive view on India’s banking and financial services space. At the same time, exposure to companies like Zomato points to confidence in long-term consumption and platform-based business models, while Adani Ports reinforces the infrastructure and logistics theme.
Overall, the December portfolio suggests that Helios Flexicap Fund remains focused on high-conviction ideas while tactically adjusting cash levels based on market conditions. Investors tracking the fund will closely watch whether this increased equity deployment translates into performance gains in the coming months, especially as markets respond to global cues, interest rate expectations, and domestic economic data.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Mutual fund investments are subject to market risks. Past performance is not indicative of future results. Investors are advised to consult with a certified financial advisor before making any investment decisions.
