Axis Mutual Fund

Axis Services Opportunities Fund - Direct Plan - IDCW Option

Axis Mutual Fund

Expense Ratio: 0.67
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
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
Fund0.60%
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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1ICICI Bank Limited141.198.69%
2Eternal Limited104.586.44%
3Bharti Airtel Limited101.756.26%
4HDFC Bank Limited86.705.34%
5BSE Limited81.725.03%
6Fortis Healthcare Limited77.064.74%
7Apollo Hospitals Enterprise Limited76.174.69%
8Bajaj Finance Limited69.674.29%
9PB Fintech Limited65.274.02%
10Krishna Institute Of Medical Sciences Limited61.533.79%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 Aug, 256000062084+3.5%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI30 Jul, 251 L.1.01 L.+0.6%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP 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.

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