Renowned fund manager Samir Arora’s Helios Flexi Cap Mutual Fund has just released its March 2025 portfolio, and there are some intriguing shifts that reflect both strategic confidence and tactical adjustments. Investors and market watchers often look to Helios Flexi Cap for a glimpse into smart money trends, and this update does not disappoint.
Significant Stock Additions and Adjustments
March was a busy month for Helios Flexi Cap. The fund increased its equity exposure considerably while slashing its cash holding from a sizable 20.6% in February to just 3.53% in March — a clear sign of heightened market conviction.
The fund's top holdings continue to be industry giants HDFC Bank, ICICI Bank, and Reliance Industries, which shows a steady faith in the backbone of India’s economic ecosystem. These core picks indicate a balanced yet robust positioning amid market volatility.
But what really stands out this month are the fresh and expanded positions:
Power Grid Corporation of India Ltd. saw a staggering 154.86% increase, making it a clear favorite.
KPIT Technologies Ltd. doubled its weight, with holdings rising 105.42%.
Kotak Mahindra Bank Ltd. holdings grew by 102.99%, another strong play on the financial sector.
Additionally, several new stocks entered the portfolio, where the fund went from zero holdings in February to full allocations in March, including:
- Hindustan Petroleum Corporation Ltd.
- The Federal Bank Ltd.
- Muthoot Finance Ltd.
- Interglobe Aviation Ltd.
- Cummins India Ltd.
- Hitachi Energy India Ltd.
Each of these saw a 100% increase in holdings, reflecting fresh and confident entries.
Trimmed Holdings
Interestingly, the fund reduced its positions in a few select names. The most notable cut was in Zomato Ltd., where the holding decreased by 23.11%. Another significant exit was DAM Capital Advisors Ltd., where the fund completely liquidated its position, reducing it to zero — a full 100% cut.
Summary of Tactical Moves
It’s evident that Helios Flexi Cap has moved from a cautious stance in January (holding 1.7% in cash) to a more aggressive equity allocation, slashing cash to just 3.53% by March. This likely reflects growing confidence in the market’s medium-term prospects, supported by targeted moves into sectors like power, finance, aviation, and consumer goods.
Helios’ strategy to bet big on established companies while selectively trimming or exiting positions underscores the active management style Samir Arora is celebrated for.
Disclaimer:
This article is for informational purposes only and does not constitute investment advice. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. The information above is based on publicly available data and personal interpretation. Always consult with a certified financial advisor before making any investment decisions.