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
NAV (Direct-Growth)
₹9.9700
Last 1Y
+0.10%
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).
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.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity95.83%
- Cash4.17%
By market cap
- Large cap55.22%
- Mid cap25.37%
- Small cap12.76%
- Others6.65%
Concentration
Holdings
40
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.
- 1—8.58%
ICICI Bank Ltd
- 2—7.88%
Bharti Airtel Ltd
- 3—6.27%
Eternal Ltd
- 4—5.82%
HDFC Bank Ltd
- 5—4.57%
Clearing Corporation Of India Ltd
- 6—4.51%
Apollo Hospitals Enterprise Ltd
- 7—4.44%
Fortis Healthcare Ltd
- 8—3.97%
PB Fintech Ltd
- 9—3.93%
BSE Ltd
- 10—3.61%
Bajaj Finance Ltd
- 11—3.36%
Indian Hotels Co Ltd
- 12—3.29%
Infosys Ltd
- 13—3.25%
Krishna Institute of Medical Sciences Ltd
- 14—3.03%
InterGlobe Aviation Ltd
- 15—2.98%
Cholamandalam Investment and Finance Co Ltd
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
- 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.
- ₹36.5K Cr+6.58%+22.72%0.57%
ICICI Prudential India Opportunities Fund
ICICI Prudential
- ₹36.5K Cr+1.48%+18.90%0.57%
ICICI Prudential India Opportunities Fund
ICICI Prudential
- ₹15.8K Cr+6.72%+21.95%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
ICICI Prudential
- ₹15.8K Cr+2.38%+18.99%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
ICICI Prudential
- ₹13.4K Cr-10.00%+10.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹13.4K Cr-21.09%+5.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹10.6K Cr+1.41%+13.88%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
- ₹10.6K Cr-1.94%+11.58%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
Available plans & options
- DirectGrowthAxis Services Opportunities Fund - Direct Plan - Growth OptionINF846KA1168
- DirectIDCW ReinvestmentAxis Services Opportunities Fund - Direct Plan - IDCW OptionINF846KA1176
- RegularGrowthAxis Services Opportunities Fund - Regular Plan - Growth OptionINF846KA1135
- RegularIDCW ReinvestmentAxis Services Opportunities Fund - Regular Plan - IDCW OptionINF846KA1143
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