SCHEME OVERVIEW

Axis Services Opportunities Fund - Regular Plan - IDCW Option

Category: Equity: Thematic-Others
Launch Date: 04-07-2025
Asset Class: Equity
Benchmark: Nifty Services Sector TRI
Expense Ratio: 0.0% As on ()
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 0 Cr As on (30-06-2025)
Turn over:
NAV as on 01-08-2025

9.87

-0.08 (-0.8105%)

CAGR Since Inception

-0.9%

Nifty Services Sector TRI 15.85%

PERFORMANCE of Axis Services Opportunities Fund - Regular Plan - IDCW Option

Scheme Performance (%) Data as on - 01-08-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Services Opportunities Fund - Regular Plan - IDCW Option - - - - -0.9
Nifty Services Sector TRI 4.06 12.43 18.84 12.71 15.85
Equity: Thematic-Others -3.34 18.7 23.94 13.14 10.7

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Sachin Relekar, Mr. Shreyash Devalkar, Ms. Krishnaa Narayan

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.

RETURNS CALCULATOR for Axis Services Opportunities Fund - Regular Plan - IDCW Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Services Opportunities Fund - Regular Plan - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Services Opportunities Fund - Regular Plan - IDCW Option - - - - - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Services Opportunities Fund - Regular Plan - IDCW Option 04-07-2025 0.0 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 9.77 19.4 19.32 25.54 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 2.1 21.03 23.3 30.66 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 1.57 20.45 20.53 24.2 13.0
Franklin India Opportunities Fund - Growth 05-02-2000 0.25 30.11 31.14 29.89 15.64
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 0.06 17.66 18.57 0.0 0.0
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 -0.68 14.09 15.34 20.52 0.0
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 -1.26 18.16 21.03 33.44 0.0
HDFC Defence Fund - Growth Option 02-06-2023 -2.49 42.6 0.0 0.0 0.0
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 -3.7 18.66 16.23 21.39 14.82

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Services Opportunities Fund - Regular Plan - IDCW Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)