Axis Services Opportunities Fund - Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Cost-efficient: expense ratio of 2.24% is lower than category median (2.52%).
- Downside capture of 113% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.73% | +6.32% | +1.41% |
| 3 Months | -1.20% | -0.20% | -1.00% |
| 6 Months | +6.12% | +5.98% | +0.14% |
| 1 Year | -1.79% | +3.90% | -5.69% |
| Since Inception | -0.55% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -0.10% | +4.03% | -4.13% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -12.05% | -4.04% | -2.79% | +2.33% | 22.2% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2025-10-27 | 2026-03-30 | -18.9% | 5 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments of companies engaged inServices theme : 80% to 100%; Other Equity & Equity Related Instruments other than abovetheme: 0% to 20%, Debt & Money Market Instruments : 0% to 20%, Units issued by InVITs: 0% to 10% | Per Scheme Mandate |
Investment Objective & Strategy
To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry. There is no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,364 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Axis Consumption Fund | 3.8 | - | 2.13% | 120.9% | Rs 2,488 cr | Compare → |
| Axis Momentum Fund | 1.6 | - | 3.42% | 117.2% | Rs 865 cr | Compare → |
| Edelweiss Consumption Fund | 3.0 | - | 2.60% | 123.1% | Rs 462 cr | Compare → |
| LIC MF Consumption Fund | 3.1 | - | 2.72% | 115.7% | Rs 444 cr | Compare → |
| WhiteOak Capital Digital Bharat Fund | 2.6 | - | 3.06% | 58.4% | Rs 522 cr | Compare → |
Frequently Asked Questions about Axis Services Opportunities Fund
What is the expense ratio of Axis Services Opportunities Fund?
Axis Services Opportunities Fund has a total expense ratio (TER) of 2.24% with a base expense ratio of 1.84%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Axis Services Opportunities Fund?
Axis Services Opportunities Fund is managed by Sachin Relekar (tenure: 1.3 years since 2025-07-24).
What are the historical returns of Axis Services Opportunities Fund?
Axis Services Opportunities Fund has a 1-year return of -1.79%.
How large is Axis Services Opportunities Fund?
Axis Services Opportunities Fund manages assets of Rs 1,364 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Axis Services Opportunities Fund scored on MFIQ?
Axis Services Opportunities Fund holds an MFIQ Score of 3.8/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis Services Opportunities Fund?
Axis Services Opportunities Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.30% with a maximum historical drawdown of -18.87%.