Axis Services Opportunities Fund - Direct Plan - Growth Option
Axis Asset Management Company Ltd. · Direct Plan · Growth
Fund overview
NIL for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹938 | +-62 |
| 3 Years | ₹1,000 | ₹825 | +-175 |
| 5 Years | ₹1,000 | ₹725 | +-275 |
Calculated using the fund's annualised return since inception (-6.2% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
37 securitiesTop 10 holdings make up 50.6% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Zomato Ltd | Retailing | Large Cap | 9.28% |
| ICICI Bank Ltd | Banks | Large Cap | 9.01% |
| Bajaj Finance Ltd | Financial Services | Large Cap | 5.09% |
| Apollo Hospitals Enterprises Ltd | Healthcare Services | Large Cap | 5.03% |
| Bharti Airtel Ltd | Telecom - Services | Large Cap | 4.70% |
| HDFC Bank Ltd | Banks | Large Cap | 4.46% |
| Indian Hotels Co. Ltd | Leisure Services | Mid Cap | 4.43% |
| Fortis Healthcare Ltd | Healthcare Services | Mid Cap | 4.41% |
| Interglobe Aviation Ltd | Transport Services | Large Cap | 4.22% |
| Cholamandalam Investment and Finance Company Ltd | Financial Services | Large Cap | 3.94% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹1,308 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹1,303 Cr
Exit load, stamp duty & tax
24-Jul-25
NIL for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
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.
Fund house
Axis Asset Management Company Ltd.
Frequently asked questions
What is the NAV of Axis Services Opportunities Fund - Direct Plan - Growth Option?
The NAV of Axis Services Opportunities Fund - Direct Plan - Growth Option is ₹9.23 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Axis Services Opportunities Fund - Direct Plan - Growth Option?
The expense ratio charged by Axis Services Opportunities Fund - Direct Plan - Growth Option is 0.94%.
What is the Min. SIP of Axis Services Opportunities Fund - Direct Plan - Growth Option?
The minimum SIP investment in Axis Services Opportunities Fund - Direct Plan - Growth Option is ₹100 per month.
What is the Min. Lumpsum of Axis Services Opportunities Fund - Direct Plan - Growth Option?
The minimum lumpsum investment in Axis Services Opportunities Fund - Direct Plan - Growth Option is ₹100.
What is the Exit Load of Axis Services Opportunities Fund - Direct Plan - Growth Option?
The exit load for Axis Services Opportunities Fund - Direct Plan - Growth Option is: NIL for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
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