Axis Services Opportunities Fund Regular-Growth

Fund Details

NAV 9.18

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 0.87

Fund Size(in Crores) 1576.93

Fund Performance

1 Month -0.43%

3 Month 0.32%

6 Month -9.28%

1 Year 0.0%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.46%) Market Cap Large Cap 21.36 Mid Cap 60.56 Small Cap 17.54 Top Sectors Financial 23.71 Capital Goods 14.88 Healthcare 12.37 Chemicals 8.41 Services 7.84 Technology 7.78 Automobile 4.65 Consumer Discretionary 4.5 Consumer Staples 3.71 Materials 3.41 Construction 2.11 Metals & Mining 1.78 Communication 1.77 Energy 1.36 Insurance 1.18 Top Holding Apar Industries 2.18 Apollo Tyres 0.71 Aster DM Healthcare 0.87 Avanti Feeds 1.16 Bank of Baroda 0.7 Bank of Maharashtra 1.97 Bharat Electronics 2.28 Bharat Forge 1.25 Bharti Hexacom 1.77 Birlasoft 1.08 Blue Star 1.48 BSE 2.04 Cholamandalam Investment and Finance Company 1.72 Coromandel International 1.79 Dalmia Bharat 1.39 Deepak Nitrite 1.1 Dixon Technologies (India) 2.07 Eternal 1.7 Fortis Healthcare 4.08 GE Vernova T&D 4.89 Global Health 1.48 HDB Financial Services 1.61 Hindustan Petroleum Corporation 1.36 Home First Finance Company India 0.69 ICICI Lombard Gen. Insurance 1.18 Indian Bank 2.45 India Shelter Finance Corporation 0.93 Ipca Laboratories 2.98 JB Chemicals 1.55 Jindal Steel 0.99 JK Cement 2.02 Kei Industries 2.8 Lenskart Solutions 0.65 L&T Fin 2.05 Max Financial Services 1.42 Max Healthcare Institute 0.83 Metro Brands 1.2 Mphasis 2.84 MRF 0.98 Nippon Life India Asset Management 1.51 Nuvama Wealth Management 1.25 Oberoi Realty 2.11 Oracle Financial Services Software 2.33 Persistent Systems 1.53 PI Industries 1.5 Piramal Finance 1.25 Polycab India 0.43 Poonawalla Fincorp 1.23 Power Fin. Corp. 1.74 Prudent Corporate Advisory Services 0.85 Ratnamani Metals & Tubes 0.79 REC 0.74 Rubicon Research 0.58 Schaeffler India 1.88 Solar Industries India 2.42 SRF 1.61 Swiggy 1.76 Techno Electric & Eng. Co. 0.51 The Federal Bank 1.59 United Spirits 0.38 UNO Minda 0.87 Vishal Mega Mart 2.34 Voltas 1.17 ZF Commercial 0.83

Debt & Others (0.54%) Sector Allocation Net Payables -0.34 Repo 0.7 Mutual Fund 0.18 Debt Credit Ratings Debt Category Kotak Liquid - Plan A - Direct Plan-Gr 0.18 Others 0.36

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-Growth Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%

Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Daily Reinvestment Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%

Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Weekly Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%

Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Growth Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%

Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Weekly IDCW Ret 1M 0.35% Ret 1Y 5.63% Ret 3Y 7.23% Ret 5Y 6.39%

Equity, Flexi Cap funds Axis Floater Fund Regular-Growth Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%

Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Daily Reinvestment Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%

Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Payout Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%

Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%

Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Payout Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%

Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.58% Ret 1Y 3.86% Ret 3Y 7.55% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.1%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Shreyash Devalkar

Education Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

Experience Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Krishnaa Narayan

Education She is a Chartered Accountant

Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers

Sachin Relekar

Education Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.

Experience Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 65

Date of Incorporation 2025-07-24

Total AUM 366022.79

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.