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.
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