Helios Mutual Fund is adjusting its portfolio. The focus is shifting towards electric vehicle two-wheeler companies. A new addition in this space is expected soon. The fund remains cautious on passenger vehicles and negative on the IT sector due to US uncertainty and AI impact. FMCG is avoided due to growth concerns.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG