Helios Bets on New Winners, Exits Auto & Luxury Plays $DIXON , $CAMS

The Samir Arora-led Helios Flexi Cap Fund made notable portfolio changes in May by adding fresh positions in $ADANIENT , $DIXON , and $CAMS , while completely exiting $TMCV and $TITAN . The fund also increased exposure to several existing holdings, reflecting a shift toward infrastructure, manufacturing, and capital market-linked themes. These moves suggest the fund manager sees stronger growth potential in sectors benefiting from India’s capex and industrial expansion cycle.