Axis Services Opportunities Fund
- NAV as on 25 Sep 2026
- ₹9.50-0.84%1 day
- Return since launch
- -0.3%
- 52-week range
- ₹8.34 — ₹10.28
- AUM
- ₹1,487 Cr
Axis Services Opportunities Fund is a Thematic equity fund from Axis Mutual Fund with ₹1,487 Cr under management, launched in 2025. The expense ratio is 2.16% 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 -2.9% against -4.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -2.5% | −6.3 pts | 3.8% | -3.6% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -5.0% | −1.0 pts | -4.0% | -3.9% |
| 3M | -1.8% | −2.1 pts | 0.3% | -0.9% |
| 6M | 10.8% | −3.3 pts | 14.1% | 10.5% |
| 1Y | -2.9% | −6.6 pts | 3.8% | -4.6% |
Since launch (4 Jul 2025): -0.3%
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
2.20%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.83%
- Brokerage
- 0.02%
- Transaction charges
- 0.00%
- Statutory levies
- 0.35%
- 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.
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 31 Aug 2026
Asset allocation
- Equity97.5%
- Debt2.8%
Market cap split
- Large54.8%
- Mid29.5%
- Small15.6%
- P/E
- 36.93
- P/B
- 5.24
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 8.72% | ₹130 Cr | +8.21% | +9.60% | +8.20% |
| Eternal Ltd. | Services | 8.36% | ₹124 Cr | +6.31% | +5.80% | +6.01% |
| PB Fintech Ltd. | Services | 5.05% | ₹75.15 Cr | +4.35% | +3.54% | +3.56% |
| Bajaj Finance Ltd. | Financial | 4.93% | ₹73.29 Cr | +4.01% | +3.86% | +4.16% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 4.82% | ₹71.65 Cr | +4.57% | +4.09% | +3.35% |
| HDFC Bank Ltd. | Financial | 4.61% | ₹68.61 Cr | +5.15% | +8.06% | +8.17% |
| Fortis Healthcare Ltd. | Healthcare | 4.57% | ₹68.01 Cr | +4.76% | +4.52% | +3.68% |
| Bharti Airtel Ltd. | Communication | 4.26% | ₹63.42 Cr | +6.40% | +7.14% | +6.89% |
| The Indian Hotels Company Ltd. | Services | 4.22% | ₹62.70 Cr | +3.54% | +3.38% | +3.23% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 3.97% | ₹59.03 Cr | +3.11% | +3.28% | +2.27% |
| Interglobe Aviation Ltd. | Services | 3.90% | ₹57.94 Cr | +3.11% | +3.18% | +4.13% |
| BSE Ltd. | Services | 3.50% | ₹52.05 Cr | +5.58% | +3.41% | +2.86% |
| The Federal Bank Ltd. | Financial | 3.18% | ₹47.32 Cr | +2.77% | +2.69% | +1.45% |
| L&T Finance Ltd. | Financial | 3.10% | ₹46.18 Cr | +3.00% | +2.78% | +1.79% |
| HDFC Asset Management Company Ltd. | Financial | 3.06% | ₹45.57 Cr | +2.96% | +2.80% | +2.38% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 2.96% | ₹43.99 Cr | +3.65% | +3.35% | +2.74% |
| Others | Others | 2.48% | ₹36.96 Cr | +7.75% | +8.74% | +21.64% |
| Chalet Hotels Ltd. | Services | 2.22% | ₹33.01 Cr | +1.82% | +1.76% | +1.85% |
| Go Digit General Insurance Ltd. | Insurance | 2.17% | ₹32.22 Cr | +2.44% | +2.50% | +2.25% |
| FSN E-Commerce Ventures Ltd. | Services | 2.13% | ₹31.73 Cr | +1.52% | +1.44% | +1.05% |
| Infosys Ltd. | Technology | 1.97% | ₹29.36 Cr | +1.91% | +2.94% | +3.31% |
| One97 Communications Ltd. | Services | 1.86% | ₹27.59 Cr | +1.14% | +1.05% | — |
| Max Healthcare Institute Ltd. | Healthcare | 1.85% | ₹27.56 Cr | +1.63% | +1.72% | +1.53% |
| TBO Tek Ltd. | Services | 1.52% | ₹22.54 Cr | +1.01% | +0.94% | +0.85% |
| Avenue Supermarts Ltd. | Services | 1.38% | ₹20.50 Cr | +1.36% | +1.21% | +1.45% |
| Rainbow Children's Medicare Ltd. | Healthcare | 1.36% | ₹20.18 Cr | +1.25% | +1.01% | +1.08% |
| Central Depository Services (India) Ltd. | Financial | 1.24% | ₹18.44 Cr | +1.04% | +1.00% | +0.94% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 0.99% | ₹14.71 Cr | +1.92% | +1.91% | +1.55% |
| Global Health Ltd. | Healthcare | 0.96% | ₹14.21 Cr | +0.73% | +0.65% | +0.66% |
| Meesho Ltd. | Services | 0.95% | ₹14.18 Cr | +0.81% | +0.66% | — |
| Firstsource Solutions Ltd. | Services | 0.85% | ₹12.58 Cr | +0.80% | +0.60% | +0.84% |
| Vishal Mega Mart Ltd. | Services | 0.71% | ₹10.50 Cr | +0.74% | +0.67% | +0.71% |
| Niva Bupa Health Insurance Company Ltd. | Insurance | 0.66% | ₹9.89 Cr | +0.65% | +0.54% | +0.50% |
| Capillary Technologies India Ltd. | Technology | 0.58% | ₹8.56 Cr | +0.56% | +0.53% | — |
| Healthcare Global Enterprises Ltd. | Healthcare | 0.42% | ₹6.26 Cr | +0.35% | +0.28% | +0.27% |
| Wakefit Innovations Ltd. | Consumer Discretionary | 0.32% | ₹4.74 Cr | +0.25% | +0.36% | — |
| Info Edge (India) Ltd. | Services | 0.18% | ₹2.71 Cr | +0.13% | +0.13% | +1.93% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Inventurus Knowledge Solutions Ltd. | 1.84% | 0.00% | -1.84% |
| Others | 1.25% | 2.81% | +1.56% |
| PB Fintech Ltd. | 4.00% | 5.05% | +1.05% |
| BSE Ltd. | 4.54% | 3.50% | -1.04% |
| Eternal Ltd. | 7.46% | 8.36% | +0.91% |
| Swiggy Ltd. | 0.90% | 0.00% | -0.90% |
| Krishna Institute of Medical Sciences Ltd | 3.79% | 2.96% | -0.83% |
| ICICI Lombard General Insurance Company Ltd. | 1.70% | 0.99% | -0.71% |
| One97 Communications Ltd. | 1.35% | 1.86% | +0.51% |
| ICICI Bank Ltd. | 9.19% | 8.72% | -0.47% |
| Bharti Airtel Ltd. | 4.71% | 4.26% | -0.45% |
| Chalet Hotels Ltd. | 1.85% | 2.22% | +0.37% |
| Interglobe Aviation Ltd. | 3.57% | 3.90% | +0.32% |
| Cholamandalam Investment and Finance Company Ltd. | 3.67% | 3.97% | +0.30% |
| The Indian Hotels Company Ltd. | 3.92% | 4.22% | +0.30% |
| TBO Tek Ltd. | 1.23% | 1.52% | +0.28% |
| FSN E-Commerce Ventures Ltd. | 1.89% | 2.13% | +0.25% |
| HDFC Asset Management Company Ltd. | 2.84% | 3.06% | +0.23% |
| HDFC Bank Ltd. | 4.84% | 4.61% | -0.23% |
| The Federal Bank Ltd. | 3.37% | 3.18% | -0.18% |
| Go Digit General Insurance Ltd. | 1.99% | 2.17% | +0.18% |
| Fortis Healthcare Ltd. | 4.75% | 4.57% | -0.18% |
| Meesho Ltd. | 0.78% | 0.95% | +0.17% |
| Infosys Ltd. | 1.83% | 1.97% | +0.15% |
| Central Depository Services (India) Ltd. | 1.09% | 1.24% | +0.15% |
| Global Health Ltd. | 0.84% | 0.96% | +0.11% |
| Avenue Supermarts Ltd. | 1.29% | 1.38% | +0.09% |
| Apollo Hospitals Enterprise Ltd. | 4.90% | 4.82% | -0.09% |
| L&T Finance Ltd. | 3.19% | 3.10% | -0.08% |
| Vishal Mega Mart Ltd. | 0.63% | 0.71% | +0.07% |
| Wakefit Innovations Ltd. | 0.25% | 0.32% | +0.07% |
| Healthcare Global Enterprises Ltd. | 0.36% | 0.42% | +0.06% |
| Firstsource Solutions Ltd. | 0.90% | 0.85% | -0.05% |
| Max Healthcare Institute Ltd. | 1.81% | 1.85% | +0.04% |
| Capillary Technologies India Ltd. | 0.54% | 0.58% | +0.04% |
| Info Edge (India) Ltd. | 0.16% | 0.18% | +0.02% |
| Bajaj Finance Ltd. | 4.94% | 4.93% | -0.01% |
| Niva Bupa Health Insurance Company Ltd. | 0.66% | 0.66% | 0.00% |
| Rainbow Children's Medicare Ltd. | 1.36% | 1.36% | 0.00% |
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 | ₹3,954 Cr | 2.14% | 16.7% | 14.3% | 14.2% |
 HDFC Defence Fund | ₹11,478 Cr | 1.80% | 33.8% | 26.8% | — |
 ICICI Prudential Commodities Fund | ₹4,277 Cr | 1.96% | 5.5% | 10.3% | 14.6% |
| ICICI Prudential Exports and Services Fund | ₹1,549 Cr | 2.29% | 0.9% | 6.5% | 12.4% |
 SBI Comma Fund | ₹1,237 Cr | 2.28% | 7.6% | 10.2% | 13.0% |
 Edelweiss Recently Listed IPO Fund | ₹1,230 Cr | 2.36% | 35.7% | 17.4% | 16.7% |
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
- 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 months10.85% absolute | ₹60,000 | ₹66,510 | 10.85% | |
| 1 year−2.86% annualised | ₹1,20,000 | ₹1,18,157 | −1.54% |
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.