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Apr 08, 2026


Category Equity
AUM (Cr.) 1,678.01
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.09
Sharpe Ratio -15.28
Beta Ratio 0.00
Fund Manager Sachin Relekar
Inception Date Jul 24, 2025
Risk Level Very High

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.

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Nifty Service Sector TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Services Opportunities Fund - Reg (G) 0 -10.16 0 0 0 -9.8
Benchmark - Nifty Service Sector TRI -4.91 -8.82 1.69 9.73 8.7 0
Category Average - BEST EQUITY PERFORMERS -1.16 -4.19 10.74 17.42 14.35 7.9
Category Rank 4/10 5/10 2/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram Fin Serv Opportunities (G) 104.6057 6.18 10.85 17.39 14.76 1,684.47 2.08 100.00 invest
Sundaram Fin Serv Opportunities (IDCW) 30.2526 6.18 10.79 17.47 14.81 1,684.47 2.08 100.00 invest
Nippon India Taiwan Equity Fund (G) 27.0598 6.12 230.81 51.43 0.00 519.50 2.42 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 27.0598 6.12 230.81 51.43 0.00 519.50 2.42 500.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.2770 0.08 14.74 18.51 13.59 3,318.06 1.84 100.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Services Opportunities Fund - Reg (G) 0 -10.16 0 0 0 -9.8
Benchmark - Nifty Service Sector TRI -4.91 -8.82 1.69 9.73 8.7 0
Category Average - BEST EQUITY PERFORMERS -1.16 -4.19 10.74 17.42 14.35 7.9
Category Rank 4/10 5/10 2/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram Fin Serv Opportunities (G) 104.6057 6.18 10.85 17.39 14.76 1,684.47 2.08 100.00 invest
Sundaram Fin Serv Opportunities (IDCW) 30.2526 6.18 10.79 17.47 14.81 1,684.47 2.08 100.00 invest
Nippon India Taiwan Equity Fund (G) 27.0598 6.12 230.81 51.43 0.00 519.50 2.42 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 27.0598 6.12 230.81 51.43 0.00 519.50 2.42 500.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.2770 0.08 14.74 18.51 13.59 3,318.06 1.84 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Mar 31, 2026 123.81 8.58 -21.81
Equity-Bharti Airtel Mar 31, 2026 113.68 7.88 -9.46
Equity-Eternal Mar 31, 2026 90.50 6.27 -16.31
Equity-HDFC Bank Mar 31, 2026 83.95 5.82 -47.20
Reverse Repo-C C I Mar 31, 2026 65.92 4.57 21.55
Equity-Apollo Hospitals Mar 31, 2026 65.09 4.51 6.59
Equity-Fortis Health. Mar 31, 2026 64.02 4.44 -6.64
Equity-PB Fintech. Mar 31, 2026 57.22 3.97 -13.70
Equity-BSE Mar 31, 2026 56.73 3.93 -4.06
Equity-Bajaj Finance Mar 31, 2026 52.14 3.61 -13.80

latest news

SCHEME DETAILS

AMC Name
Axis Mutual Fund
Fund Name
AXIS Services Opportunities Fund - Reg (G)
Contact Person
Sachin Relekar
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No
022-43255161
Fax No.
022-43255199
Email
customerserivce:axismf.com
Website
www.axismf.com