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 #147 of 179 in category.
Fund basics
| Category | Equity: Thematic |
|---|
| NAV | ₹9.97 (as of 2026-08-21) |
|---|
| AUM | ₹1,603 Cr |
|---|
| Expense ratio | 1.80% |
|---|
| Riskometer | Moderate |
|---|
| Fund manager | Sachin Relekar |
|---|
| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months |
|---|
Performance & risk
| Standard deviation | 0.00% |
|---|
| Max drawdown | -18.87% |
|---|
| Alpha | 0 |
|---|
| Beta | 0 |
|---|
Over 5 years, captured 95.8% of Nifty 500's upside and 113.7% of its downside.
Market cap allocation
| Large cap | 54.4% |
|---|
| Mid cap | 28.8% |
|---|
| Small cap | 16.9% |
|---|
Concentration
| Top 5 holdings | 31.3% |
|---|
| Top 10 holdings | 53.3% |
|---|
| Total holdings | 38 |
|---|
Top holdings
- ICICI Bank Ltd. — 9.2%
- Eternal Limited — 7.5%
- Bajaj Finance Limited — 4.9%
- Apollo Hospitals Enterprises Ltd. — 4.9%
- HDFC Bank Ltd. — 4.8%
- Fortis Healthcare Ltd — 4.8%
- Bharti Airtel Ltd. — 4.7%
- BSE Ltd. — 4.5%
- PB Fintech Limited — 4.0%
- Indian Hotels Co. Ltd — 3.9%
Top sectors
- Banking & Financial — 25.9%
- Healthcare — 17.8%
- Retail — 13.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 0.7% | Q3 | #113 of 167 |