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
Fund-9.63%
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-5.58%
Cat. Avg.N/A
Fund Facts
No available Data
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 | 141.19 | 8.69% |
| 2 | Eternal Limited | 104.58 | 6.44% |
| 3 | Bharti Airtel Limited | 101.75 | 6.26% |
| 4 | HDFC Bank Limited | 86.70 | 5.34% |
| 5 | BSE Limited | 81.72 | 5.03% |
| 6 | Fortis Healthcare Limited | 77.06 | 4.74% |
| 7 | Apollo Hospitals Enterprise Limited | 76.17 | 4.69% |
| 8 | Bajaj Finance Limited | 69.67 | 4.29% |
| 9 | PB Fintech Limited | 65.27 | 4.02% |
| 10 | Krishna Institute Of Medical Sciences Limited | 61.53 | 3.79% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58395 | -2.7% | -5.5% |
| SI | 07 Aug, 25 | 75000 | 72372 | -3.5% | -5.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90370 | -9.6% | -9.6% |
| SI | 30 Jul, 25 | 1 L. | 93273 | -6.7% | -5.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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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 Profit
₹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.