Axis Services Opportunities Fund
Current Fund Size :
N.A.
₹9.8
NAV
-1.61%
Overall Return
-1.61%
1-Day Change
0.56%
Expense Ratio
₹ 1,992 Cr
AUM (Fund Size)
2+ mos
Fund Age
Investment Policy
Benchmark
NIFTY Services Sector TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
2 m since Jul 04, 2025
Current Value (Example)
N.A.
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | ICICI Bank Ltd. | Financial | Equity | 8.20% |
| 2 | HDFC Bank Ltd. | Financial | Equity | 8.17% |
| 3 | Bharti Airtel Ltd. | Communication | Equity | 6.89% |
| 4 | Eternal Ltd. | Services | Equity | 6.01% |
| 5 | Bajaj Finance Ltd. | Financial | Equity | 4.16% |
| 6 | Interglobe Aviation Ltd. | Services | Equity | 4.13% |
| 7 | Fortis Healthcare Ltd. | Healthcare | Equity | 3.68% |
| 8 | PB Fintech Ltd. | Services | Equity | 3.56% |
| 9 | Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.35% |
| 10 | Infosys Ltd. | Technology | Equity | 3.31% |
| 11 | The Indian Hotels Company Ltd. | Services | Equity | 3.23% |
| 12 | BSE Ltd. | Services | Equity | 2.86% |
| 13 | Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 2.74% |
| 14 | HDFC Asset Management Company Ltd. | Financial | Equity | 2.38% |
| 15 | Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.27% |
| 16 | Go Digit General Insurance Ltd. | Insurance | Equity | 2.25% |
| 17 | Swiggy Ltd. | Services | Equity | 2.12% |
| 18 | Info Edge (India) Ltd. | Services | Equity | 1.93% |
| 19 | Chalet Hotels Ltd. | Services | Equity | 1.85% |
| 20 | L&T Finance Ltd. | Financial | Equity | 1.79% |
| 21 | ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.55% |
| 22 | Max Healthcare Institute Ltd. | Healthcare | Equity | 1.53% |
| 23 | Inventurus Knowledge Solutions Ltd. | Services | Equity | 1.47% |
| 24 | Avenue Supermarts Ltd. | Services | Equity | 1.45% |
| 25 | The Federal Bank Ltd. | Financial | Equity | 1.45% |
| 26 | Rainbow Children's Medicare Ltd. | Healthcare | Equity | 1.08% |
| 27 | FSN E-Commerce Ventures Ltd. | Services | Equity | 1.05% |
| 28 | Central Depository Services (India) Ltd. | Financial | Equity | 0.94% |
| 29 | TBO Tek Ltd. | Services | Equity | 0.85% |
| 30 | Firstsource Solutions Ltd. | Services | Equity | 0.84% |
| 31 | Vishal Mega Mart Ltd. | Services | Equity | 0.71% |
| 32 | Global Health Ltd. | Healthcare | Equity | 0.66% |
| 33 | Niva Bupa Health Insurance Company Ltd. | Insurance | Equity | 0.50% |
| 34 | Healthcare Global Enterprises Ltd. | Healthcare | Equity | 0.27% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Axis Services Opportunities Fund | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 1,992 Cr | 2 m | 0.56% |
| 2 | ICICI Prudential Manufacturing Fund | -2.69% | 28.09% | 29.79% | 16.26 | 1.13 | 1.09 | 1.58 | 6,490 Cr | 7 yrs | 0.73% |
| 3 | Sundaram Services Fund | 1.21% | 20.02% | 25.84% | 12.58 | 0.87 | 0.89 | 1.57 | 4,333 Cr | 7 yrs 1 m | 0.74% |
| 4 | ICICI Prudential Exports and Services Fund | -2.35% | 21.4% | 24.73% | 11.25 | 0.80 | 1.16 | 2.49 | 1,369 Cr | 12 yrs 8 m | 1.69% |
| 5 | ICICI Prudential Commodities Fund | -0.32% | 22.09% | 32.98% | 15.05 | 0.98 | 0.87 | 1.40 | 2,919 Cr | 6 yrs | 0.99% |
| 6 | UTI Transportation and Logistics Fund | 2.12% | 26.37% | 28.23% | 16.11 | 1.03 | 0.95 | 1.32 | 3,741 Cr | 12 yrs 8 m | 0.83% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.1% | 1.76% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Axis Small Cap Fund | 25,569 Cr | -3.63% | 27.56% | View Detail |
| 2 | Axis Large & Mid Cap Fund | 14,711 Cr | -2.75% | 22.86% | View Detail |
| 3 | Axis Midcap Fund | 31,056 Cr | -3.83% | 22.84% | View Detail |
| 4 | Axis Nifty 100 Index Fund | 1,903 Cr | -5.02% | 18.36% | View Detail |
| 5 | Axis Flexi Cap Fund | 12,796 Cr | -2.73% | 18.26% | View Detail |
| 6 | Axis Global Equity Alpha FoF | 1,045 Cr | 26.12% | 17.32% | View Detail |
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