Helios Flexi Cap Fund’s cash allocation surged from 1.70% in January to 20.60% in February. The fund exited 11 stocks, including Infosys, TCS, and HCL Tech, while adding ABB India, Bajaj Auto, and Kotak Mahindra Bank. It increased stakes in Bajaj Finance, Zomato, and DLF, while reducing holdings in S H Kelkar and KPIT Technologies.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is