Kiran Kumar retweeted
Helios Flexi Cap Fund made some solid portfolio moves in September 2026:
Fresh Additions:
1. Kotak Mahindra Bank: 63.6L shares
2. ITC: 33.7L shares
3. Pine Labs: 23.4L shares
4. Piramal Pharma: +24.6L shares
5. Lalithaa Jewellery Mart: +13.0L shares
6. Rentomojo: +8.97L shares
7. Netweb Technologies: +1.24L shares
Complete Exits:
1. Solar Industries: 74.7K shares sold
2. NTPC: 25.6L shares sold
3. Welspun Corp: All 3.28L shares sold
4. Axis Bank: All 4.92L shares sold
Veteran investor Dinshaw Irani’s Helios Flexi Cap Fund has released its July 2026 portfolio update
He rotated capital out of exchange platforms and beverage heavyweights to back high momentum aviation, capital goods, and digital tech plays.
Major Share & Weight Shifts:
Top New Entries:
1. Inter Globe Indigo: 1.45 L shares (0.93%)
2. BHEL: 17.75 L shares (0.90%)
3. Page Industries: 14.75 K shares (0.74%)
4. SBI Funds Management: 9.71 L shares (0.71%)
5. Poonawalla Fincorp: 5.81 L shares (0.33%)
Accumulations (Addition in existing portfolio):
1. V2 Retail: Added 7.74 L shares (+0.18%)
2. Delhivery: Added 5.97 L shares (+0.31%)
3. Eternal: Added 4.06 L shares (+0.45%)
4. Swiggy: Added 3.61 L shares (+0.19%)
5. Saregama: Added 2.66 L shares (+0.17%)
6. Bajaj Finance: Added 2.52 L shares (+0.52%)
7. Ather Energy: Added 2.41 L shares (+0.45%)
8. Paytm (One 97): Added 2.03 L shares (+0.60%)
Complete Exits:
1. Varun Beverages: 17.49 L shares (1.17%)
2. India Shelter Finance: 93.15 K shares (0.09%)
Major Trims:
1. MCX: Trimmed 2.26 L shares (-0.96%)
2. BSE: Trimmed 1.69 L shares (-0.99%)
Kiran Kumar retweeted
'Hard times create strong men. Strong men create good times. Good times create weak men. Weak men create hard times.'
Best quote I came across today.
Kiran Kumar retweeted
With my director @astrokiru ! Congrats on ur #PaperRocketOnZEE5 ! Ur best work ! Super writing and execution ! Congrats team! Waiting for season 2 !
Do you remember when you joined Twitter? I do! #MyTwitterAnniversary
#Pettateaser is a perfect treat to everyone around the world like me @anirudhofficial is on fireeeeeee #LIT Happy birthday is the one and only @rajinikanth #thalaivar
Kiran Kumar retweeted
தமிழக மக்கள் விரும்பும் அடுத்த முதல்வர் "திமுக தலைவர் ஸ்டாலின்" . இந்தியா டுடே கருத்துக் கணிப்பு @mkstalin @arivalayam
My best wishes to @Udhaystalin sir for #Phycho.. Looking forward seeing you in Mysskin sir & PC sir’s frame and of course the one and only #Maestro .. Excited for you sir 😊
One biopic is not enough to describe this man @msdhoni @ChennaiIPL @IPL #godlikecreature #MSDhoni #inspiration
Publicity Photoshoot for KAALI.
Wishing my mentor @astrokiru the very best for her 5 years of hard work in bringing KAALI to screen.Super happy and proud being a part of her film. My best wishes to Mr & Mrs.Vijay Anthony and the entire team. Pls do watch in theatre #saynotopiracy
#throwback picture of @anirudhofficial from the photoshoot for @astrokiru ma’am Inbox 1305 Magazine .. Photographed by Me . #memories
Kiran Kumar retweeted
Wear your confidence.
Santa Monica Pier, Los Angeles, California.
Shot by the talented @imkirankumar
#LA #California #confidence
Kiran Kumar retweeted
Replying to @imkirankumar
@imkirankumar : Look away like you’re searching for something...you found it!
Me : <imagining a farm full of horsies and puppies> Gleeeee! – at Los Angeles, CA
Kiran Kumar retweeted
Shot by @imkirankumar
@thesantamonica Los Angeles, California ♥️ #LA #CaliforniaStateOfMind #BeachGirl
Kiran Kumar retweeted
That’s right! Thank you @ChennaiTimesTOI for the lovely feature this morning 😊♥️ xitter.cf/chennaitimestoi/status…
Pretty actress @iamrascalpapa will make her Kannada debut opposite @diganthmanchale directed by @sennaHEGDE































