Axis Services Opportunities Fund Direct Growth

Axis Services Opportunities Fund Direct Growth

Get the latest NAV of Axis Services Opportunities Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹9.79

-0.9%1D

NAV as on 31 Aug 2025

-2.1%/per year

Since Inception

Absolute Gain%

974 people have invested ₹ 1.5Cr in Axis Services Opportunities Fund Direct Growth in the last three months

Axis Services Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (31-Aug-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-2.1%
--
--
--
--
--
Nifty 500
-0.93%
-1.49%
12.99%
-5.36%
13.88%
18.93%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
5.08%
13.88%
42.26%
27.94%
30.24%
31.29%
Worst in Equity - Other
-6.39%
-15.63%
-0.25%
-22.45%
7.65%
12.27%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Services Opportunities Fund
-
1,995Cr
0.56%
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund Direct Growth
1/40
29,718Cr
0.63%
0.9%
23.91%
9.01
0.82
1.30
2.52
1.86
ICICI Prudential Business Cycle Fund Direct Growth
2/40
13,479Cr
0.72%
5.13%
23.35%
7.29
0.86
1.21
2.32
1.57
Nippon India Quant Fund Direct Growth
3/40
101Cr
0.47%
-3.36%
20.3%
6.44
0.99
0.90
1.58
2.20

Axis Services Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

Axis Services Opportunities Fund Asset Allocation

See fund asset allocation details as on (14-Aug-25)

Fund Distribution

as on (14-Aug-25)

Large cap
48%

Mid cap
15.5%

Small cap
1.9%

Axis Services Opportunities Fund Sector Allocation

See fund sector allocation details as on (14-Aug-25)

Sector Allocation

Axis Services Opportunities Fund Holdings Details

as on (31-Jul-25)

Holdings
Weight%
1M Change
ICICI Bank Ltd
7.65%
0%
HDFC Bank Ltd
7.64%
0%
Eternal Ltd
5.13%
0%
Bharti Airtel Ltd
5.08%
0%
Bajaj Finance Ltd
4.17%
0%

Axis Services Opportunities Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.56%
Benchmark
Nifty Services Sector TR INR
AUM₹1995 Cr
Inception Date24 July, 2025
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
Risk
Risk meter
pointer
Very High Risk

About Axis Services Opportunities Fund

Axis Services Opportunities Fund Direct Growth is an equity fund. This fund was started on 24 July, 2025. The fund is managed by Shreyash Devalkar, Sachin Relekar, Krishnamurthy Narayanan. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Services Opportunities Fund Direct Growth has ₹1995 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

Axis Services Opportunities Fund Direct Growth has given a CAGR return of -2.10% since inception.

Holdings

Axis Services Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Communication, Health, Tech, Industrial, Consumer Defensive. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Eternal Ltd, Bharti Airtel Ltd, Bajaj Finance Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis Services Opportunities Fund Direct Growth

To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Services Opportunities Fund Direct Growth has no lock in period.

Fund Manager

Shreyash Devalkar

Fund Manager of Axis Services Opportunities Fund Direct Growth, since 24 July 2025

Sachin Relekar

Fund Manager of Axis Services Opportunities Fund Direct Growth, since 24 July 2025

Krishnamurthy Narayanan

Fund Manager of Axis Services Opportunities Fund Direct Growth, since 24 July 2025

Learn more about Axis Mutual Fund

Frequently Asked Questions for Axis Services Opportunities Fund Direct Growth

How do I invest in Axis Services Opportunities Fund?

INDmoney makes it simple to invest in the Axis Services Opportunities Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Services Opportunities Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Services Opportunities Fund?

The NAV of the fund today is ₹9.79. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Axis Services Opportunities Fund?

The fund managers are Shreyash Devalkar, Sachin Relekar, Krishnamurthy Narayanan.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.56%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1995 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Services Opportunities Fund?

The top 3 holdings of the fund are ICICI Bank Ltd(7.65%), HDFC Bank Ltd(7.64%), Eternal Ltd(5.13%)