Axis Services Opportunities Fund

Sectoral / ThematicEquityVery High risk Rank 215 of 261

NAV · Direct-Growth

₹9.40+0.02+0.21%

As of 7 Oct 2026 · AMFI

NAV growth-6.6%

Oct ’25Oct ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 1 periods ahead

Cost

Average

0.78% vs 0.83% peers

Trails its Sectoral / Thematic category on 1Y.

1Y return

-6.6%

-9.8 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

₹1.4K Cr

fund size

Expense

0.78%

direct plan

Volatility 3Y

—

3Y std dev

In plain English

Axis Services Opportunities Fund is a Sectoral / Thematic scheme from Axis. The portfolio is ~96% in equities. Worst historical drawdown: -18% in Mar 2026 — ongoing. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF846KA1168

NAV (Direct-Growth)

₹9.4000

Last 1Y

-6.56%

Oct 25Min ₹8.42 · Max ₹10.32 · 251 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026 — ongoing

-18.4%

Peak ₹10.32 on 27 Oct 2025 → trough ₹8.42 on 30 Mar 2026 (5 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.78% — typical for category.
AUM size
₹1.4K Cr.
Sector concentration
Top 3 sectors = 77.7% — heavy concentration risk.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.54%	+0.13%	89/ 291
1M	-5.91%	-3.58%	275/ 289
3M	-7.12%	-1.90%	275/ 286
6M	+7.18%	+11.04%	161/ 286
YTD	-5.62%	+1.59%	190/ 273
1Y	-6.56%	+3.23%	215/ 261

Portfolio composition

Asset allocation

Equity95.83%
Cash4.17%

By market cap

Large cap55.22%
Mid cap25.37%
Small cap12.76%
Others6.65%

Concentration

Holdings

Avg market cap

₹1.43 L Cr

Top 10 stocks

52.37%

Top 5 stocks

33.06%

Top 3 sectors

77.74%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
ICICI Bank Ltd
—8.58%
2
Bharti Airtel Ltd
—7.88%
3
Eternal Ltd
—6.27%
4
HDFC Bank Ltd
—5.82%
6
Apollo Hospitals Enterprise Ltd
—4.51%
7
Fortis Healthcare Ltd
—4.44%
8
PB Fintech Ltd
—3.97%
9
BSE Ltd
—3.93%
10
Bajaj Finance Ltd
—3.61%
11
Indian Hotels Co Ltd
—3.36%
12
Infosys Ltd
—3.29%
13
Krishna Institute of Medical Sciences Ltd
—3.25%
14
InterGlobe Aviation Ltd
—3.03%
15
Cholamandalam Investment and Finance Co Ltd
—2.98%
16
Go Digit General Insurance Ltd
—2.83%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio31.0125.73+5.28
P/B ratio4.773.85+0.92
Price / Sales5.032.77+2.26
Price / Cash Flow—17.41—
Dividend yield0.82%1.35%-0.53
Return on equity (ROE)—0.00%—

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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