India, Jan. 15 -- Helios Mutual Fund, backed by Samir Arora, made dramatic portfolio shifts in December, indicating no holds barred in its conviction. Helios withdrew from IndiGo due to operating challenges, harvested profits in listed firms like Urban Company, and further consolidated bets in new-age companies like PhysicsWallah. Since it maintained cash levels very low at under 1%, this change shows Helios' commitment to rotate its portfolio aggressively in search of growth.

About the portfolio restructuring. The Samir Arora-sponsored Helios Mutual Fund had some significant portfolio changes in December 2025. The fund parted ways with significant holdings in IndiGo and Urban Company and stepped up its holdings in PhysicsWallah and oth...