Axis Services Opportunities Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.03%
Fund NAV

Fund Overview of Axis Services Opportunities Fund Direct-IDCW

  • ₹1,308.2 Cr
    AUM
  • ₹9.93
    NAV
  • 0.98%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Axis Services Opportunities Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.03% NA 4.02%
6 Months 6.55% NA 14.62%
1 Year -2.74% -2.74% -1.34%
As on Thu Nov 05, 2026

Asset Allocation of Axis Services Opportunities Fund Direct-IDCW

equities

97.52%

debt instruments

2.81%
Large Cap: 55.20%
Mid Cap: 26.69%
Small Cap: 18.11%
Other: 0.00%
Top Holdings
Others Cblo
29.12%
Others Cblo
9.73%
Others Cblo
9.73%
Hdfc Bank Ltd
8.71%
Hdfc Bank Ltd
9.12%
 
Top Sectors
Financial
127.04%
Unspecified
48.59%
Technology
15.94%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Axis Services Opportunities Fund Direct-IDCW

Axis Services Opportunities Fund Direct-IDCW is one Equity mutual fund offered by Axis Mutual Fund. Launched on 24 Jul 2025, the fund aims Capital appreciation over long term. An equity scheme investing in equity and equity related securities based on the theme that focuses on services industry. It manages assets worth ₹1,308.2 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.98%.
The portfolio allocation consists of 97.52% in equities, 2.81% in debt instruments.Managed by Krishnaa Narayan, it has delivered a return of -2.74% in the last year, a total return since inception of -0.55%.
Depending on risk tolerance individuals often review best sip investment during their overall investment planning.

Read more
  • Sachin Relekar

    Fund Manager

  • 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.

    Manager Education

  • Shreyash Devalkar

    Fund Manager

  • Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

    Manager Education

  • Krishnaa Narayan

    Fund Manager

  • She is a Chartered Accountant

    Manager Education

Axis Services Opportunities Fund Direct-IDCW Fund Details

Fund Names Axis Services Opportunities Fund Direct-IDCW
Inception Date 24 Jul 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Axis Services Opportunities Fund Direct-IDCW Fund Returns Comparison

Compare Axis Services Opportunities Fund Direct-IDCW with other mutual funds in the same category

Axis Services Opportunities Fund Direct-IDCW

Bharat 22 ETF-Growth

ICICI Prudential Bharat 22 FOF Direct-Growth

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bharat 22 ETF-Growth trend ₹9,531 3.60% -3.08% -1.52% 15.00% 19.85%
ICICI Prudential Bharat 22 FOF Direct-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.62%
ICICI Prudential Bharat 22 FOF-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.61%
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
Franklin India Opportunities Direct Fund-IDCW trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 -1.80% -4.61% -3.29% 17.97% 15.38%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Axis Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Axis Services Opportunities Fund Regular-Growth increase ₹1,308 6.67% -3.27% 5.86% -4.03% -
Axis Services Opportunities Fund Direct-Growth increase ₹1,308 6.77% -3.03% 6.55% -2.74% -
Axis Services Opportunities Fund Regular-IDCW increase ₹1,308 6.67% -3.27% 5.86% -4.03% -
Axis Nifty India Defence Index Fund Regular-Growth increase ₹368 -1.92% -4.29% - - -
Axis Nifty India Defence Index Fund Direct-Growth increase ₹368 -1.85% -4.09% - - -
Axis BSE India Sector Leaders Index Fund Regular-Growth increase ₹28 7.15% -1.40% 1.51% - -
Axis BSE India Sector Leaders Index Fund Direct-Growth increase ₹28 7.23% -1.17% 1.97% - -
View More
increase growth is based on 1-month returns of the funds

Axis Services Opportunities Fund Direct-IDCW Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 ₹21.24 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 ₹24.46 14.98% 16.70% -
HDFC Defence Fund Regular-Growth trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-Growth trend ₹11,493 ₹30.01 35.52% - -
HDFC Defence Fund Regular-IDCW trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-IDCW trend ₹11,493 ₹30.01 35.52% - -
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 ₹253.70 17.97% 15.38% 15.44%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 ₹284.31 19.46% 16.59% 16.50%
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Top funds are based on Fund AUM

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Axis Services Opportunities Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Others CbloUnspecified29.12%₹581.02 Cr
Others CbloUnspecified9.73%₹193.40 Cr
Others CbloUnspecified9.73%₹193.40 Cr
Hdfc Bank LtdFinancial8.71%₹172.40 Cr
Hdfc Bank LtdFinancial9.12%₹169.59 Cr
Hdfc Bank LtdFinancial8.37%₹168.93 Cr
Hdfc Bank LtdFinancial8.37%₹168.93 Cr
Hdfc Bank LtdFinancial8.19%₹162.72 Cr
Hdfc Bank LtdFinancial8.19%₹162.72 Cr
Icici Bank LtdFinancial8.20%₹162.30 Cr
Icici Bank LtdFinancial9.60%₹161.14 Cr
Hdfc Bank LtdFinancial9.22%₹158.99 Cr
Icici Bank LtdFinancial9.18%₹158.35 Cr
Icici Bank LtdFinancial7.93%₹157.53 Cr
Icici Bank LtdFinancial7.93%₹157.53 Cr
Icici Bank LtdFinancial7.79%₹157.21 Cr
Icici Bank LtdFinancial7.79%₹157.21 Cr
Icici Bank LtdFinancial8.44%₹156.93 Cr
Bharti Airtel LtdTechnology8.23%₹152.95 Cr
Bharti Airtel LtdTechnology7.71%₹152.66 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Bharat 22 ETF-Growth increase ₹113.85 15.00% 19.85% -
ICICI Prudential Bharat 22 FOF Direct-Growth increase ₹33.32 14.85% 19.62% -
ICICI Prudential Bharat 22 FOF-Growth increase ₹33.31 14.85% 19.61% -
ICICI Prudential India Opportunities Fund Direct-Growth increase ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund Direct-IDCW increase ₹24.46 14.98% 16.70% -
Franklin India Opportunities Direct Fund-Growth increase ₹284.31 19.46% 16.59% -
Franklin India Opportunities Direct Fund-IDCW increase ₹38.41 19.46% 16.59% -
ICICI Prudential India Opportunities Fund-Growth increase ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund-IDCW increase ₹21.24 13.89% 15.45% -
Franklin India Opportunities Fund Regular-Growth increase ₹253.70 17.97% 15.38% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Axis Services Opportunities Fund Direct-IDCW

What is the current AUM of Axis Services Opportunities Fund Direct-IDCW?

As of Wed Sep 30, 2026, Axis Services Opportunities Fund Direct-IDCW manages assets worth ₹1,308.2 crore

How has Axis Services Opportunities Fund Direct-IDCW performed recently?

  • 3 Months: -3.03%
  • 6 Months: 6.55%

What is the portfolio composition of Axis Services Opportunities Fund Direct-IDCW?

Equity: 97.52%, Debt: 2.81%, Others: -0.32%.

Who manages Axis Services Opportunities Fund Direct-IDCW?

Axis Services Opportunities Fund Direct-IDCW is managed by Krishnaa Narayan from Axis Mutual Fund.

What is the market-cap allocation of Axis Services Opportunities Fund Direct-IDCW?

Large Cap: 55.20%, Mid Cap: 26.69%, Small Cap: 18.11%.

Which are the top companies Axis Services Opportunities Fund Direct-IDCW has invested in?

  • Others CBLO – 29.12% of the fund's portfolio
  • Others CBLO – 9.73% of the fund's portfolio
  • Others CBLO – 9.73% of the fund's portfolio
  • HDFC Bank Ltd – 8.71% of the fund's portfolio
  • HDFC Bank Ltd – 9.12% of the fund's portfolio

Which are the major sectors Axis Services Opportunities Fund Direct-IDCW focuses on?

  • Financial – 127.04% of the fund's portfolio
  • Unspecified – 48.59% of the fund's portfolio
  • Technology – 15.94% of the fund's portfolio
View more FAQ's

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