Axis Services Opportunities Fund Direct Growth

Axis Services Opportunities Fund Direct Growth

NAV: 13 Nov '26
₹10.18
Min. for SIP
₹100
Fund size (AUM)
₹1,299.29 Cr
Expense ratio
0.97%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,657
+4.38%
6 months₹30,000₹31,272
+4.24%
1 year₹60,000₹63,578
+5.96%

Holdings (48)

NameSectorInstrumentsAssets
Zomato LtdTechnologyEquity9.50%
ICICI Bank LtdFinancialEquity7.52%
Apollo Hospitals Enterprise LtdHealthcareEquity5.07%
Bharti Airtel LtdTechnologyEquity4.77%
Bajaj Finance LtdFinancialEquity4.52%
The Indian Hotels Company LtdConsumer DiscretionaryEquity4.37%
Fortis Healthcare LtdHealthcareEquity4.18%
Others CBLOUnspecifiedCBLO4.18%
HDFC Bank LtdFinancialEquity4.14%
Interglobe Aviation LtdIndustrialsEquity3.14%
Krishna Institute Of Medical Sciences LtdHealthcareEquity2.98%
BSE LtdFinancialEquity2.88%
PB Fintech LtdFinancialEquity2.84%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.62%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity2.44%
Infosys LtdTechnologyEquity2.36%
Chalet Hotels LtdConsumer DiscretionaryEquity2.26%
Go Digit General Insurance Ltd.FinancialEquity2.26%
One 97 Communications LtdIndustrialsEquity2.02%
Coforge LtdTechnologyEquity1.82%
The Federal Bank LtdFinancialEquity1.81%
Max Healthcare Institute LtdHealthcareEquity1.75%
TBO Tek Ltd.Consumer DiscretionaryEquity1.52%
Rainbow Childrens Medicare LtdHealthcareEquity1.34%
Avenue Supermarts LtdConsumer StaplesEquity1.29%
Tech Mahindra LtdTechnologyEquity1.23%
Meesho Ltd.Consumer DiscretionaryEquity1.18%
SS Retail Ltd.Consumer DiscretionaryEquity1.14%
ICICI Lombard General Insurance Company LtdFinancialEquity1.14%
Firstsource Solutions LtdIndustrialsEquity1.07%
Central Depository Services (India) LtdFinancialEquity1.03%
Mphasis LtdTechnologyEquity1.01%
HDFC Asset Management Company LtdFinancialEquity0.97%
Global Health LtdHealthcareEquity0.94%
L&T Finance Holdings LtdFinancialEquity0.87%
Niva Bupa Health Insurance Company Ltd.FinancialEquity0.68%
Capillary Technologies India Ltd.TechnologyEquity0.67%
Vishal Mega Mart Ltd.Consumer StaplesEquity0.56%
Kotak Mahindra Bank LtdFinancialEquity0.51%
Union Bank of IndiaFinancialEquity0.51%
PNB Housing Finance LtdFinancialEquity0.45%
Info Edge (India) LtdTechnologyEquity0.44%
Net ReceivablesUnspecifiedNet Receivables0.40%
RBL Bank LtdFinancialEquity0.40%
DCB Bank LtdFinancialEquity0.40%
Healthcare Global Enterprises LtdHealthcareEquity0.38%
Wakefit Innovations Ltd.Consumer DiscretionaryEquity0.34%
Jio Platforms LtdTechnologyEquity0.08%

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Name3M6M1YAll
Fund returns+0.8%+10.3%+0.6%+1.8%
Category average (Equity Thematic)-0.5%+7.0%+4.3%+102.4%
Rank (Equity Thematic)221625--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Fund management

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.

Education
Post Graduate Diploma in Management
Experience
Prior to joining Axis AMC, he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd, SBI Life Insurance Company Limited, Sundaram Asset Management Company Limited, JM Financial Ltd and HSBC Electronic Data Processing India Pvt. Ltd.

About Axis Services Opportunities Fund Direct Growth

Axis Services Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Sachin Relekar is the Current Fund Manager of Axis Services Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,69,413 Cr and the Latest NAV as of 13 Nov 2026 is ₹10.18. The Axis Services Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. ;

Investment Objective

The scheme seeks to provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry.
Fund benchmarkNIFTY Services Sector Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,69,412.77 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,