Axis Services Opportunities Fund
ThematicVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹9.820.00%1 day
- Return since launch
- -1.1%
- 52-week range
- ₹8.34 — ₹10.22
- AUM
- ₹1,308 Cr
Axis Services Opportunities Fund is a Thematic equity fund from Axis Mutual Fund with ₹1,308 Cr under management, launched in 2025. The expense ratio is 2.22% and the SEBI riskometer reading is Very High.
Performance
Axis Services Opportunities Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -2.7% against -5.0% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 5.1% | +2.9 pts | 2.3% | 2.1% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 7.4% | +1.4 pts | 6.0% | 6.4% |
| 3M | -1.9% | −0.4 pts | -1.5% | -2.0% |
| 6M | 5.4% | +1.7 pts | 3.6% | 1.8% |
| 1Y | -2.7% | −4.9 pts | 2.3% | -5.0% |
Since launch (4 Jul 2025): -1.1%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.24%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.84%
- Brokerage
- 0.03%
- Transaction charges
- 0.00%
- Statutory levies
- 0.37%
- Exit load
- Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Services Sector TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Axis Services Opportunities Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity99.6%
- Debt0.6%
Market cap split
- Large55.2%
- Mid26.7%
- Small18.1%
- P/E
- 34.73
- P/B
- 4.97
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Eternal Ltd. | Services | 9.28% | ₹121 Cr | +6.44% | +6.27% | +6.92% |
| ICICI Bank Ltd. | Financial | 9.01% | ₹118 Cr | +8.69% | +8.58% | +7.93% |
| Bajaj Finance Ltd. | Financial | 5.09% | ₹66.53 Cr | +4.29% | +3.61% | +4.74% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 5.03% | ₹65.75 Cr | +4.69% | +4.51% | +3.27% |
| Bharti Airtel Ltd. | Communication | 4.70% | ₹61.49 Cr | +6.26% | +7.88% | +6.87% |
| HDFC Bank Ltd. | Financial | 4.46% | ₹58.35 Cr | +5.34% | +5.82% | +8.19% |
| The Indian Hotels Company Ltd. | Services | 4.43% | ₹58.00 Cr | +3.73% | +3.36% | +3.08% |
| Fortis Healthcare Ltd. | Healthcare | 4.41% | ₹57.74 Cr | +4.74% | +4.44% | +3.93% |
| Interglobe Aviation Ltd. | Services | 4.22% | ₹55.17 Cr | +3.66% | +3.03% | +4.10% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 3.94% | ₹51.48 Cr | +3.50% | +2.98% | +2.58% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 3.32% | ₹43.46 Cr | +3.79% | +3.25% | +2.66% |
| PB Fintech Ltd. | Services | 3.26% | ₹42.64 Cr | +4.02% | +3.97% | +3.43% |
| The Federal Bank Ltd. | Financial | 3.07% | ₹40.22 Cr | +3.05% | +2.70% | +1.46% |
| HDFC Asset Management Company Ltd. | Financial | 3.03% | ₹39.64 Cr | +2.84% | +2.67% | +2.42% |
| BSE Ltd. | Services | 2.75% | ₹35.96 Cr | +5.03% | +3.93% | +2.79% |
| Go Digit General Insurance Ltd. | Insurance | 2.49% | ₹32.55 Cr | +2.49% | +2.83% | +2.18% |
| Chalet Hotels Ltd. | Services | 2.36% | ₹30.86 Cr | +1.83% | +1.78% | +1.75% |
| FSN E-Commerce Ventures Ltd. | Services | 2.22% | ₹29.05 Cr | +1.74% | +1.48% | +1.06% |
| One 97 Communications Ltd. | Services | 2.06% | ₹26.97 Cr | +1.13% | +1.07% | — |
| L&T Finance Ltd. | Financial | 1.97% | ₹25.78 Cr | +3.14% | +2.73% | +2.06% |
| Infosys Ltd. | Technology | 1.97% | ₹25.74 Cr | +1.59% | +3.29% | +3.26% |
| Max Healthcare Institute Ltd. | Healthcare | 1.88% | ₹24.59 Cr | +1.84% | +1.76% | +1.48% |
| TBO Tek Ltd. | Services | 1.66% | ₹21.77 Cr | +1.14% | +0.95% | +0.99% |
| Avenue Supermarts Ltd. | Services | 1.53% | ₹19.98 Cr | +1.42% | +1.44% | +1.37% |
| Rainbow Children's Medicare Ltd. | Healthcare | 1.43% | ₹18.75 Cr | +1.24% | +1.15% | +0.97% |
| SS Retail Ltd. | Services | 1.34% | ₹17.54 Cr | — | — | — |
| Central Depository Services (India) Ltd. | Financial | 1.27% | ₹16.62 Cr | +1.06% | +1.02% | +0.97% |
| Meesho Ltd. | Services | 1.20% | ₹15.72 Cr | +0.82% | +0.67% | — |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 1.14% | ₹14.93 Cr | +1.80% | +1.99% | +1.60% |
| Global Health Ltd. | Healthcare | 1.00% | ₹13.11 Cr | +0.78% | +0.64% | +0.64% |
| Firstsource Solutions Ltd. | Services | 0.93% | ₹12.16 Cr | +0.67% | +0.67% | +0.79% |
| Capillary Technologies India Ltd. | Technology | 0.74% | ₹9.71 Cr | +0.55% | +0.58% | — |
| Vishal Mega Mart Ltd. | Services | 0.73% | ₹9.59 Cr | +0.69% | +0.69% | +0.71% |
| Niva Bupa Health Insurance Company Ltd. | Insurance | 0.70% | ₹9.10 Cr | +0.63% | +0.59% | +0.50% |
| Healthcare Global Enterprises Ltd. | Healthcare | 0.43% | ₹5.68 Cr | +0.33% | +0.31% | +0.26% |
| Others | Others | 0.39% | ₹5.15 Cr | +4.20% | +9.14% | +19.46% |
| Wakefit Innovations Ltd. | Consumer Discretionary | 0.36% | ₹4.65 Cr | +0.25% | +0.34% | — |
| Info Edge (India) Ltd. | Services | 0.19% | ₹2.51 Cr | +0.12% | +0.14% | +1.87% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 2.81% | 0.64% | -2.17% |
| PB Fintech Ltd. | 5.05% | 3.26% | -1.79% |
| SS Retail Ltd. | 0.00% | 1.34% | +1.34% |
| L&T Finance Ltd. | 3.10% | 1.97% | -1.13% |
| Eternal Ltd. | 8.36% | 9.28% | +0.91% |
| BSE Ltd. | 3.50% | 2.75% | -0.75% |
| Bharti Airtel Ltd. | 4.26% | 4.70% | +0.44% |
| Krishna Institute of Medical Sciences Ltd | 2.96% | 3.32% | +0.36% |
| Interglobe Aviation Ltd. | 3.90% | 4.22% | +0.32% |
| Go Digit General Insurance Ltd. | 2.17% | 2.49% | +0.32% |
| ICICI Bank Ltd. | 8.72% | 9.01% | +0.29% |
| Meesho Ltd. | 0.95% | 1.20% | +0.25% |
| The Indian Hotels Company Ltd. | 4.22% | 4.43% | +0.22% |
| Apollo Hospitals Enterprise Ltd. | 4.82% | 5.03% | +0.21% |
| One 97 Communications Ltd. | 1.86% | 2.06% | +0.21% |
| Capillary Technologies India Ltd. | 0.58% | 0.74% | +0.17% |
| Fortis Healthcare Ltd. | 4.57% | 4.41% | -0.16% |
| Bajaj Finance Ltd. | 4.93% | 5.09% | +0.16% |
| ICICI Lombard General Insurance Company Ltd. | 0.99% | 1.14% | +0.15% |
| HDFC Bank Ltd. | 4.61% | 4.46% | -0.15% |
| Avenue Supermarts Ltd. | 1.38% | 1.53% | +0.15% |
| TBO Tek Ltd. | 1.52% | 1.66% | +0.15% |
| Chalet Hotels Ltd. | 2.22% | 2.36% | +0.14% |
| The Federal Bank Ltd. | 3.18% | 3.07% | -0.11% |
| FSN E-Commerce Ventures Ltd. | 2.13% | 2.22% | +0.09% |
| Firstsource Solutions Ltd. | 0.85% | 0.93% | +0.08% |
| Rainbow Children's Medicare Ltd. | 1.36% | 1.43% | +0.08% |
| Global Health Ltd. | 0.96% | 1.00% | +0.05% |
| Wakefit Innovations Ltd. | 0.32% | 0.36% | +0.04% |
| HDFC Asset Management Company Ltd. | 3.06% | 3.03% | -0.03% |
| Cholamandalam Investment and Finance Company Ltd. | 3.97% | 3.94% | -0.03% |
| Niva Bupa Health Insurance Company Ltd. | 0.66% | 0.70% | +0.03% |
| Central Depository Services (India) Ltd. | 1.24% | 1.27% | +0.03% |
| Max Healthcare Institute Ltd. | 1.85% | 1.88% | +0.03% |
| Vishal Mega Mart Ltd. | 0.71% | 0.73% | +0.03% |
| Healthcare Global Enterprises Ltd. | 0.42% | 0.43% | +0.01% |
| Info Edge (India) Ltd. | 0.18% | 0.19% | +0.01% |
| Infosys Ltd. | 1.97% | 1.97% | -0.01% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹3,913 Cr | 2.21% | 11.5% | 11.8% | 13.1% |
 HDFC Defence Fund | ₹11,493 Cr | 1.79% | 18.8% | 20.9% | — |
 ICICI Prudential Commodities Fund | ₹4,133 Cr | 1.96% | -2.6% | 6.6% | 11.9% |
| ICICI Prudential Exports and Services Fund | ₹1,454 Cr | 2.28% | 7.3% | 7.6% | 12.9% |
 Edelweiss Recently Listed IPO Fund | ₹1,276 Cr | 2.69% | 30.6% | 15.8% | 15.8% |
 SBI Comma Fund | ₹1,208 Cr | 2.31% | 3.6% | 8.1% | 11.7% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
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.
Fund managers
- Pratik TibrewalMr. Tibrewal is a B.Com, LLB (Gen) and MBA (Finance).Prior to joining Axis Mutual Fund, he has worked with Inditrade Capital Ltd., Edelweiss Mutual Fund and Edelweiss Commodities trading Ltd..
- Sachin RelekarMr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months5.37% absolute | ₹60,000 | ₹63,222 | 5.37% | |
| 1 year−2.68% annualised | ₹1,20,000 | ₹1,18,272 | −1.44% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Axis Services Opportunities Fund?
The NAV of Axis Services Opportunities Fund is ₹9.82 as on 9 Nov 2026.
What is the expense ratio of Axis Services Opportunities Fund?
The expense ratio of Axis Services Opportunities Fund is 2.22% per year.
What is the minimum SIP amount for Axis Services Opportunities Fund?
You can start a SIP in Axis Services Opportunities Fund with ₹3,000 a month.
Is there a lock-in or exit load on Axis Services Opportunities Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months..
How risky is Axis Services Opportunities Fund?
Axis Services Opportunities Fund is rated Very High on the SEBI riskometer and belongs to the Thematic category.
Which fund house manages Axis Services Opportunities Fund?
Axis Services Opportunities Fund is managed by Axis Mutual Fund, which runs 74 schemes with ₹3,91,554 Cr under management.