Axis Services Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 9.19% .
The fund currently owns more than 40 stocks.
The top 10 holdings account for 53.25% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.66% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
9.19%
|
|
| 2 | E-Commerce/E-Retail |
7.46%
|
|
| 3 | Non-Banking Financial Company (NBFC) |
4.94%
|
|
| 4 | Health Care |
4.90%
|
|
| 5 | Finance - Banks - Private Sector |
4.84%
|
|
| 6 | Health Care |
4.75%
|
|
| 7 | Communication Services |
4.71%
|
|
| 8 | Financials |
4.54%
|
|
| 9 | Financial Technologies (Fintech) |
4.00%
|
|
| 10 | Consumer Discretionary |
3.92%
|
|
| 11 | Hospitals & Medical Services |
3.79%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
3.67%
|
AMC: AXIS
Category: Equity • Sectoral/Thematic
Launch Date: 04 Jul 2025
Fund Manager: Mr. Sachin Relekar
Minimum Purchase: ₹100
Exit Load: If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% If redeemed / switched-out after 12 months from the date of allotment: NIL
Lock-in: 1
Risk: Moderate Risk
Axis Services Opportunities Fund - Direct Plan is managed by AXIS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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