Axis Services Opportunities Fund - Regular Plan - IDCW Option
Expense Ratio: 2.05
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Services Sector TRI
Inception: 04-07-2025
Exit Load: Nil
Fund Size:₹1,896.36 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-1.00%
Cat. Avg.N/A
Fund Facts
Manager(s)
Ms. Krishnaa N
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 123.81 | 8.58% |
| 2 | Bharti Airtel Limited | 113.68 | 7.88% |
| 3 | Eternal Limited | 90.50 | 6.27% |
| 4 | HDFC Bank Limited | 83.95 | 5.82% |
| 5 | Clearing Corporation of India Ltd | 65.92 | 4.57% |
| 6 | Apollo Hospitals Enterprise Limited | 65.09 | 4.51% |
| 7 | Fortis Healthcare Limited | 64.02 | 4.44% |
| 8 | PB Fintech Limited | 57.22 | 3.97% |
| 9 | BSE Limited | 56.73 | 3.93% |
| 10 | Bajaj Finance Limited | 52.14 | 3.61% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Aug, 25 | 60000 | 61522 | +2.5% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 30 Jul, 25 | 1 L. | 98996 | -1.0% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.