Axis Services Opportunities Fund - Regular Plan - IDCW Option

Fund House: Axis Mutual Fund

Category: Equity: Thematic-Others

Status: Open Ended Schemes

Launch Date: 04-07-2025

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: Nifty Services Sector TRI

Total Assets: 0.0 As on (30-06-2025)

Expense Ratio: 2.03% As on (31-07-2025)

Turn over: 81.00% | Exit Load: a) If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL, For remaining investments: 1%

NAV as on 26-08-2025

9.98

-0.12

CAGR Since Inception

0.2%

Nifty Services Sector TRI 15.8%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Services Opportunities Fund - Regular Plan - IDCW Option - - - - 0.2
Nifty Services Sector TRI 3.4 11.67 17.88 13.73 15.8
Equity: Thematic-Others -3.24 17.93 22.35 14.02 10.51

Funds Manager

Mr. Sachin Relekar, Mr. Shreyash Devalkar, Ms. Krishnaa Narayan

RETURNS CALCULATORS for Axis Services Opportunities Fund - Regular Plan - IDCW Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Services Opportunities Fund - Regular Plan - IDCW Option

Portfolio Holdings

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Sector Allocation

Show All Sectors

PEER COMPARISION of Axis Services Opportunities Fund - Regular Plan - IDCW Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Services Opportunities Fund Reg Plan IDCW 04-07-2025 0.0 0.0 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 6.42 19.33 17.71 23.76 0.0
ICICI Pru Commodities Gr 05-10-2019 2.09 19.12 19.48 29.91 0.0
ICICI Pru Exports & Services Gr 01-11-2005 1.83 21.36 20.4 22.83 13.39
ICICI Pru India Opportunities Cum 05-01-2019 1.76 22.19 22.73 28.76 0.0
HDFC Defence Fund Gr 02-06-2023 0.99 40.19 0.0 0.0 0.0
Edelweiss Recently Listed IPO Fund Reg Gr 16-02-2018 0.73 15.66 15.6 19.72 0.0
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 0.65 18.41 17.52 0.0 0.0
Franklin India Opportunities Gr 05-02-2000 0.12 30.56 29.05 28.6 16.61
SBI COMMA Fund Reg PLAN Gr 05-08-2005 -4.66 19.13 15.06 19.24 16.53

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Services Opportunities Fund - Regular Plan - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Services Opportunities Fund - Regular Plan - IDCW Option - - - - - -
Equity: Thematic-Others - - - - - -