Axis Services Opportunities Fund
The scheme seeks to provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry.
Growthvine rating: 1/5 — ranked #153 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹8.98 (as of 2026-10-23) |
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| AUM | ₹1,308 Cr |
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| Expense ratio | 1.85% |
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| Riskometer | Moderate |
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| Fund manager | Nikhil Walecha |
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| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −18.87% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 97.4% of Nifty 500's upside and 119.7% of its downside.
Market cap allocation
| Large cap | 55.2% |
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| Mid cap | 26.7% |
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| Small cap | 18.1% |
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Concentration
| Top 5 holdings | 33.1% |
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| Top 10 holdings | 54.6% |
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| Total holdings | 37 |
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Top holdings
- Eternal Limited — 9.3%
- ICICI Bank Ltd. — 9.0%
- Bajaj Finance Limited — 5.1%
- Apollo Hospitals Enterprises Ltd. — 5.0%
- Bharti Airtel Ltd. — 4.7%
- HDFC Bank Ltd. — 4.5%
- Indian Hotels Co. Ltd — 4.4%
- Fortis Healthcare Ltd — 4.4%
- InterGlobe Aviation Limited — 4.2%
- Cholamandalam Investment and Finance Company Ltd — 3.9%
Top sectors
- Banking & Financial — 23.6%
- Healthcare — 17.5%
- Retail — 16.5%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −9.3% | Q3 | #109 of 167 |