“Helios Mutual Fund, led by Dinshaw Irani, is prioritizing domestic consumption-focused companies over export-driven businesses, citing global uncertainty. Top picks for 2026-2027 include consumer-facing private sector banks, NBFCs, auto financiers, health/life insurance, wealth managers, new-age consumer tech platforms, healthcare (hospital chains), hospitality, and high-ticket discretionary spending categories. These sectors are expected to benefit from improved liquidity, lower borrowing costs, and exponential growth.”

Dinshaw Irani’s track record: 3 graded calls · 95% CI 0–56%