Axis Services Opportunities Fund - Regular Plan - Growth 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 (31-08-2025)
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% b). If redeemed / switched-out after 12 months from the date of allotment: NIL
NAV as on 07-10-2025
10.03
0.02
CAGR Since Inception
0.7%
Nifty Services Sector TRI 15.78%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Services Opportunities Fund - Regular Plan - Growth Option | - | - | - | - | 0.7 |
| Nifty Services Sector TRI | 4.1 | 12.76 | 17.54 | 13.22 | 15.78 |
| Equity: Thematic-Others | -0.68 | 17.81 | 23.03 | 13.79 | 11.35 |
Funds Manager
Mr. Sachin Relekar, Mr. Shreyash Devalkar and Ms. Krishnaa Narayan (For Foreign Securities)
RETURNS CALCULATORS for Axis Services Opportunities Fund - Regular Plan - Growth 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 - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Services Opportunities Fund - Regular Plan - Growth 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 Gr | 04-07-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 20.33 | 42.83 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 5.65 | 18.43 | 18.35 | 24.41 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 4.01 | 20.82 | 22.83 | 31.91 | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 16-02-2018 | 3.39 | 13.52 | 14.8 | 19.6 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 2.4 | 28.14 | 29.14 | 28.35 | 16.42 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 2.37 | 16.73 | 17.87 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 2.35 | 20.08 | 20.24 | 23.74 | 13.02 |
| ICICI Pru Commodities Gr | 05-10-2019 | 2.16 | 18.55 | 20.02 | 31.57 | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | 0.05 | 18.1 | 15.81 | 20.81 | 16.46 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Services Opportunities Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Services Opportunities Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |