Axis Services Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.10 |
| NAV IDCW (Rs.) | 10.10 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Services Sector TRI |
| AUM Rs. | 1,603 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.66% |
| 1 Year Return (%) | 2.64 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 0.95% |
Suitable For Which Investors?
Such thematic funds are suitable for investors:
1. Seeking exposure to stocks with a focus on fund’s stated investment theme
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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 Manager:
1) 1) Sachin Relekar
Education: Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience: Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months |
Basic Details of Axis Services Opportunities Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 24-Jul-25 |
| Return Since Launch | 0.95% |
| Benchmark | NIFTY Services Sector TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,603 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.66% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Axis Services Opportunities Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Services Opportunities Dir | 1.41 | -0.49 | -0.3 | 9.78 | 2.54 | 2.64 | — | — | — | — |
| BSE 500 TRI | -0.59 | -0.17 | 1.46 | 6.5 | 0.4 | 5.34 | — | — | — | — |
Peer Comparison of Axis Services Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Services Opportunities Dir | Unrated | 2.64 | — | — | 0.66 | 1,603 | 0.95 | 1.00 (360) | 1Y | — |
| ICICI Pru India Opportunities Dir | Unrated | 6.66 | 17.17 | 20.09 | 0.61 | 38,299 | 20.35 | 1.00 (365) | 7Y 6M | 68.00 |
| HDFC Defence Dir | Unrated | 33.12 | 41.28 | — | 0.72 | 10,709 | 42.73 | 1.00 (365) | 3Y 2M | 10.98 |
| Franklin India Opportunities Dir | Unrated | 9.33 | 23.18 | 19.95 | 0.48 | 9,344 | 17.46 | 1.00 (365) | 13Y 7M | 69.69 |
| Sundaram Services Dir | Unrated | 9.77 | 16.59 | 15.75 | 0.64 | 5,137 | 19.46 | 1.00 (365) | 7Y 10M | 22.80 |
Axis Services Opportunities Fund Portfolio Analysis
| No. of Stocks | 38 |
| Top 10 Stocks | 53.24% |
| Top 5 Stocks | 31.33% |
| Top 3 Sectors | 79.41% |
| Portfolio P/B Ratio | 5.21 |
| Portfolio P/E Ratio | 36.79 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,60,678 | 1,52,272 |
| Large (%) | 54.36 | 53.66 |
| Mid (%) | 28.76 | 24.35 |
| Small (%) | 16.88 | 24.87 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
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August 17, 2026
mayank



