Helios Flexi Cap Fund Boosts Stake in Tata Motors, Paytm, and More
Samir Arora-backed Helios Flexi Cap Fund increases stake in Tata Motors, Eternal, Paytm, 8 others in April
The Economic Times
Image: The Economic Times
The Helios Flexi Cap Fund, backed by Samir Arora, has increased its stakes in several companies, including Tata Motors and Paytm, as indicated by its April portfolio disclosure. The fund's assets under management (AUM) stand at ₹6,762 crore, with significant share additions in multiple sectors.
- 01Helios Flexi Cap Fund increased its stake in Tata Motors by adding 7.83 lakh shares.
- 02The fund also acquired 1.46 lakh shares of Paytm, totaling 16.46 lakh shares.
- 03Shares in GMR Airports saw the largest increase, with 36.71 lakh shares added.
- 04The fund's AUM is ₹6,762 crore as of April 2026.
- 05The fund has delivered a CAGR of 15.69% since inception.
Advertisement
In-Article Ad
The Helios Flexi Cap Fund, managed by Alok Bahl and Pratik Singh, has made notable adjustments to its portfolio in April 2026, increasing its stake in Tata Motors by adding 7.83 lakh shares, bringing its total to 33.62 lakh shares. Additionally, the fund acquired 1.46 lakh shares of Paytm (One97 Communications), totaling 16.46 lakh shares. Among other stocks, GMR Airports saw the most significant addition with 36.71 lakh shares. The fund also introduced new positions in Titan Company and Axis Bank, adding 1.73 lakh shares and 4.92 lakh shares, respectively. However, it reduced its exposure to HDFC Bank, Reliance Industries, and Ather Energy, selling 6.78 lakh, 4.62 lakh, and 3 lakh shares respectively. As of April 2026, the fund's assets under management (AUM) stand at ₹6,762 crore, with a portfolio consisting of 66 stocks across 23 sectors. Since its launch on November 13, 2023, the fund has achieved a compound annual growth rate (CAGR) of 15.69%.
Advertisement
In-Article Ad
The adjustments in the fund's portfolio may influence stock prices and investor sentiment in the Indian market, particularly for the companies involved.
Advertisement
In-Article Ad
Reader Poll
Do you think increasing stakes in companies like Tata Motors and Paytm is a wise investment strategy?
Connecting to poll...
Read the original article
Visit the source for the complete story.