Helios Flexi Cap Fund Delivers 27% CAGR: Why Dinshaw Irani Is Still Bullish On BFSI & NBFCs ?

Helios Flexi Cap Fund, launched in November 2023, has posted an impressive 27% CAGR — and fund manager Dinshaw Irani credits a strategic overweight in BFSI for this stellar performance. In this exclusive chat with Shail, Irani breaks down the logic behind putting 45%+ weight in financials, the preference for private banks like HDFC and ICICI, and why public sector banks haven’t made the cut — barring SBI. He also unpacks the recent RBI rate cut, its impact on NIMs, and why NBFCs might be the biggest beneficiaries of the liquidity boost.