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 #156 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.11 (as of 2026-10-01) |
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| AUM | ₹1,603 Cr |
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| Expense ratio | 1.82% |
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| Riskometer | Moderate |
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| Fund manager | Sachin Relekar |
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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 | 54.8% |
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| Mid cap | 29.5% |
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| Small cap | 15.7% |
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Concentration
| Top 5 holdings | 31.9% |
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| Top 10 holdings | 53.5% |
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| Total holdings | 36 |
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Top holdings
- ICICI Bank Ltd. — 8.7%
- Eternal Limited — 8.4%
- PB Fintech Limited — 5.1%
- Bajaj Finance Limited — 4.9%
- Apollo Hospitals Enterprises Ltd. — 4.8%
- HDFC Bank Ltd. — 4.6%
- Fortis Healthcare Ltd — 4.6%
- Bharti Airtel Ltd. — 4.3%
- Indian Hotels Co. Ltd — 4.2%
- Cholamandalam Investment and Finance Company Ltd — 4.0%
Top sectors
- Banking & Financial — 24.3%
- Healthcare — 16.9%
- Retail — 13.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −8.0% | Q3 | #124 of 167 |