Helios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where mid and small companies are showing much higher growth than large companies. The fund has added Adani Enterprises, Dixon Technologies, and CAMS to its portfolio. It is avoiding sectors like metals and US-facing pharma.

Midcap stocks have dominated performance for a decade, but a shift towards small caps is emerging. Flexi-cap funds are increasing small-cap allocations, driven by improved…

Helios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where mid and small companies are showing much…