Thematic Fund

Axis Services Opportunities Fund

An open ended equity scheme following services theme

Official details checked 06 September 2026 · latest available AMFI NAV dated 04 Sep 2026
Reference NAV₹10.0000Axis Services Opportunities Fund - Direct Plan - Growth Option · NAV date 04 Sep 2026
RiskometerVery HighCan change monthly
Expense ratioRegular 2.19%, Direct 0.90%Official stated figure; verify current TER
Allotment / launch24 Jul 2025Axis Mutual Fund
Full official AMFI Scheme Summary Document available below.

Saved AMFI NAV is visible. Checking for the latest available AMFI report after page load · saved snapshot 04 Sep 2026.

Plain-language summary

Primarily market-linked growth exposure

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.

Who may study it further

Investors with a long horizon who can tolerate meaningful falls in value.

Main risks to understand

Share-price volatility, valuation risk, concentration and tracking risk where applicable.

Not an income promise: The objective describes what the manager aims to do. It is not a guaranteed result, return or capital-protection statement.
Portfolio design

How the money may be invested

Equity & Equity related instruments of companies engaged inServices theme : 80% to 100%; Other Equity & Equity Related Instruments other than abovetheme: 0% to 20%, Debt & Money Market Instruments : 0% to 20%, Units issued by InVITs: 0% to 10%

SEBI category
Thematic Fund
Fund type
An open ended equity scheme following services theme
Primary benchmark
Nifty Services Sector TRI
Top holdings

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Live verificationAxis Services Opportunities FundConfirm the reporting month, security name, sector and percentage of net assets.
Fund management

Manager and scheme tenure

Fund manager(s)
Mr. Sachin Relekar, Mr. Shreyash Devalkar and Ms. Krishnaa Narayan (For Foreign Securities)
Manager tenure on this scheme
Since 24-Jul-2025
Role / co-management
Comanage

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Plans and options

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

Plan / option reported by AMFINAVDate
Axis Services Opportunities Fund - Direct Plan - Growth Option₹10.000004 Sep 2026
Axis Services Opportunities Fund - Direct Plan - IDCW Option₹10.000004 Sep 2026
Axis Services Opportunities Fund - Regular Plan - Growth Option₹9.850004 Sep 2026
Axis Services Opportunities Fund - Regular Plan - IDCW Option₹9.850004 Sep 2026
Costs and access

What you pay and how money moves

Stated expense ratio
Regular 2.19%, Direct 0.90%
Exit load
a). If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% b). If redeemed / switched-out after 12 months from the date of allotment: NIL
Minimum application
100 · multiples of 1
SIP frequency
SIP - Daily/Weekly/Monthly/Yearly SWP - Weekly/Monthly/Quarterly/Halfyearly/Yearly STP - Daily/Weekly/Fortnightly/Monthly/Quarterly
Minimum SIP amount
SIP - Daily/Weekly/Monthly - 100 and Yearly 6,000. SWP - Weekly/Monthly/Quarterly/Halfyearly/Yearly - 1000. STP - Daily, Weekly, Fortnightly, Monthly - 1000 and Quarterly 3000.
Minimum instalments
SIP - Daily/Weekly/Monthly - 6. Yearly -3. SWP - Weekly - 5. Monthly - 6. Quarterly/ Halfyearly - 4. Yearly - 2. STP - Daily/Weekly/Fortnightly/Monthly - 6. Quarterly -2.
Expense ratios change. Direct and regular plans normally have different expense ratios. Read the latest TER disclosure before investing.
Premium-free process

How a mutual-fund investment is paid

  1. Complete KYCIdentity, PAN, bank and contact verification are required.
  2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
  3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
  4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
  5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Original documents

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.

Need a human explanation?

Talk through the fund, costs and risks before deciding.

Educational support only — no promise of returns.

Call expert+91 9426587283 Chat with expertWhatsApp