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Axis Services Opportunities Fund(G)-Direct Plan

Axis Services Opportunities Fund(G)-Direct Plan

Equity•Direct Growth•High Risk

-1.37%

1Y annualised

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NAV : 09 Nov 2026

₹10.00

Min. SIP amount

₹100

Fund size (AUM)

1308 Cr

Expense ratio

0.67%

Launched on

24 Jul 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y
Total investment
₹2,88,000
Would've become
₹2,88,000

Stock Allocation

Stock nameSectorAllocation
Eternal LimitedRetailing9.28%
Icici Bank LimitedBank9.01%
Bajaj Finance LimitedFinance5.09%

Fund Composition

₹1308 Cr

Large Cap

58.55%

Mid Cap

24.02%

Small Cap

15.69%

Others

1.73%

Sector Allocation

₹1308 Cr

Healthcare

17.51%

Finance

16.77%

Bank

16.55%

Retailing

14.23%

Hospitality

8.46%

It

8.41%

Telecom

4.70%

Insurance

4.32%

Others

8.31%

Minimum investments

Min. for SIP₹100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

NIL for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

No exit load after holding period

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

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SR

Sachin Relekar

Present

NW

Nikhil Walecha

Present

KN

Krishnaa N

Present

PT

Pratik Tibrewal

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+36.24%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+31.39%
M

Mirae Asset Healthcare Fund(G)-Direct Plan

+24.62%
B

Bajaj Finserv Healthcare Fund(G)-Direct Plan

+0.00%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Healthcare Opp Fund(G)-Direct Plan

+25.46%

FAQs

Axis Services Opportunities Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 24 Jul 2025. This fund is managed by Sachin Relekar, Nikhil Walecha, Krishnaa N and Pratik Tibrewal. It is a Equity type of fund.

The current NAV of Axis Services Opportunities Fund(G)-Direct Plan is ₹10.00 (as of 09 Nov 2026).

Axis Services Opportunities Fund(G)-Direct Plan has delivered -1.37% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Axis Services Opportunities Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Services Opportunities Fund(G)-Direct Plan is 0.67%.

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