Axis Services Opportunities Fund · Regular · Growth
NAV
₹9.4900
as of 16 Jun 2026
Expense Ratio
2.09%
AUM
₹1,691 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -5.10%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -1.92%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹5,500
Invested
₹5,232
Value today
-10.7%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹908
Value today
-10.4%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹5,90,247
Value today
+8.3%
vs lumpsum
STP beat direct lumpsum by 8.3% — reduced timing risk paid off
Model your own STP with real NAVPerformance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Axis Services Opportunities Fund - Direct Plan - IDCW Option
- 1Icici Bank Limited8.23%
- 2Bharti Airtel Limited7.63%
- 3Eternal Limited6.19%
- 4Hdfc Bank Limited5.32%
- 5Bse Limited4.88%
- 6Fortis Healthcare Limited4.71%
- 7Apollo Hospitals Enterprise Limited4.25%
- 8Pb Fintech Limited4.23%
- 9Bajaj Finance Limited3.87%
- 10The Indian Hotels Company Limited3.43%
Investment Objective
Axis Services Opportunities Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Axis Services Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Axis Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹1,691 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SERVICES SECTOR TRI. The current expense ratio is 2.09%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations