Axis Services Opportunities Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 04-07-2025
AUM:
₹ 2,039.15 Cr
Expense Ratio
2.05%
Benchmark
Nifty Services Sector TRI
ISIN
INF846KA1143
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Sachin Relekar, Mr. Shreyash Devalkar and Ms. Krishnaa Narayan (For Foreign Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Services Opportunities Fund - Regular Plan - IDCW Option | - | - | - |
| Nifty Services Sector TRI | 8.85 | 11.22 | 14.83 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.08
Last change
0 (0.0%)
Fund Size (AUM)
₹ 2,039.15 Cr
Performance
1.2% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Sachin Relekar, Mr. Shreyash Devalkar and Ms. Krishnaa Narayan (For Foreign Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.37 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.79 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.4 |
| ZOMATO LIMITED EQ | 6.81 |
| Clearing Corporation of India Ltd | 6.51 |
| Bajaj Finance Limited | 4.88 |
| FORTIS HEALTHCARE LIMITED. EQ | 4.08 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 4.07 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 3.55 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.34 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 43.29 |
| Consumer Services | 19.68 |
| Healthcare | 13.51 |
| Telecommunication | 7.4 |
| Services | 4.9 |
| Information Technology | 4.88 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Services Opportunities Fund Reg Plan IDCW | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Commodities Gr | 29.64 |
| Sundaram Services Reg Gr | 22.92 |
| ICICI Pru India Opportunities Cum | 30.99 |
| SBI COMMA Fund Reg PLAN Gr | 20.05 |
| ICICI Pru Exports & Services Gr | 22.95 |
| Franklin India Opportunities Gr | 25.92 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| SBI Equity Minimum Variance Fund Reg Gr | 16.54 |