Helios Flexi Cap Buys Physicswallah, L&T; Sells Urban Co.; Increases Cash in Nov

• Helios Flexi Cap fund increased its cash allocation to 2.64% in November, indicating a cautious market stance.
• The fund made significant new additions, including Physicswallah, Larsen & Toubro, and V2 Retail.
• Helios Flexi Cap reduced its stake in Urban Company by nearly half.
• Exposure was significantly increased in existing holdings such as Reliance Industries, ICICI Bank, and HDFC Bank.

Why It Matters: Reveals a major fund's investment strategy and stock picks for market insights.