Axis Services Opportunities Fund - Regular Plan - Growth Option
| Category: Equity: Thematic-Others |
| Launch Date: 04-07-2025 |
| Asset Class: Equity |
| Benchmark: Nifty Services Sector TRI |
| Expense Ratio: 2.03% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 0 Cr As on ( 30-06-2025) |
| Turn over: |
NAV (₹):
9.94
₹
0.1
(
1.006%
)
as on
13-08-2025
CAGR
Since Inception -
-0.2%
Nifty Services Sector TRI -
15.81%
Fund Managers
Mr. Sachin Relekar, Mr. Shreyash Devalkar, Ms. Krishnaa Narayan
Investment Objective
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.
PERFORMANCE of Axis Services Opportunities Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Services Opportunities Fund - Regular Plan - Growth Option | - | - | - | - | -0.2 |
| Nifty Services Sector TRI | 7.02 | 11.28 | 18.51 | 12.85 | 15.81 |
| Equity: Thematic-Others | -0.43 | 17.79 | 23.0 | 13.27 | 10.74 |
RETURNS CALCULATOR for Axis Services Opportunities Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Axis Services Opportunities Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Services Opportunities Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Services Opportunities Fund Reg Plan Gr | 04-07-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 10.78 | 19.08 | 17.45 | 24.59 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 7.95 | 45.78 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 5.21 | 21.39 | 20.11 | 23.79 | 12.92 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 4.49 | 21.8 | 22.76 | 29.99 | 0.0 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 4.44 | 18.6 | 18.04 | 0.0 | 0.0 |
| ICICI Pru Commodities Gr | 05-10-2019 | 2.69 | 17.27 | 19.06 | 30.75 | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 16-02-2018 | 1.7 | 14.47 | 14.76 | 20.04 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 0.55 | 29.13 | 28.74 | 28.82 | 15.7 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | -0.62 | 18.58 | 16.03 | 20.42 | 15.69 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Axis Services Opportunities Fund - Regular Plan - Growth Option
Portfolio as on