Axis Services Opportunities Fund-Reg(G)
- Equity
- Sector Funds
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹1,570.39 Cr
- Expense Ratio
- 1.81%
- Riskometer
- Very High
- Category
- Sector Funds
- Asset Type
- Equity
- Benchmark
- NIFTY 50 - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 3 Jul 2025
- ISIN
- INF846KA1135
- Scheme Code
- SOGP
- Fund Scheme ID
- 40344
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | -2.38% | -2.38% | -28.01% | -9.55% |
| 3 Months | 7.53% | 7.53% | 29.89% | 35.06% |
| 6 Months | 8.36% | 8.36% | 16.59% | 14.96% |
| 1 Year | -1.20% | -1.20% | -1.20% | 0.10% |
| Since Inception | -1.35% | -1.50% | -1.35% | -1.17% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.00%
- Domestic Equities96.41%
- Cash & Cash Equivalents and Net Assets3.59%
Top Sectors
- Finance22.53%
- Healthcare16.93%
- Bank16.13%
- Retailing11.55%
- IT10.96%
- Telecom6.40%
- Hospitality6.38%
- Insurance5.00%
Holdings
Overview of fund allocations across sectors and securities
Finance
Value
₹353.81 Cr
Weightage
22.53%
Healthcare
Value
₹265.87 Cr
Weightage
16.93%
Bank
Value
₹253.30 Cr
Weightage
16.13%
Retailing
Value
₹181.38 Cr
Weightage
11.55%
IT
Value
₹172.11 Cr
Weightage
10.96%
Telecom
Value
₹100.51 Cr
Weightage
6.40%
Hospitality
Value
₹100.19 Cr
Weightage
6.38%
Insurance
Value
₹78.52 Cr
Weightage
5.00%
Aviation
Value
₹48.84 Cr
Weightage
3.11%
Business Services
Value
₹16.33 Cr
Weightage
1.04%
FMCG
Value
₹3.93 Cr
Weightage
0.25%
About
Fund Manager(s)
Mr. Sachin Relekar, Mr. Krishnaa N
Launch Date
3 Jul 2025
Benchmark
NIFTY 50 - TRI
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.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- NIL for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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