Sharpe ratio
-0.26Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
+0.59%1Y Absolute Return
+0.10%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis Services Opportunities Fund - Direct Plan - Growth OptionFund 1Y annualised return · 5Y history unavailable | ₹7,42,872 | ₹7,32,612 | ₹10,260 | +0.59% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.02
₹1 Lakh since launch₹1.02 Lakh
Fund age1.3 yrs
Fund information
Scheme code153624
ISININF846KA1168
BenchmarkNIFTY Services Sector TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio0.78%
Exit loadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Minimum SIP₹100 SIP
Return comparison
569th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +196.73% | — | — |
| 3M | +2.81% | — | — |
| 6M | +18.36% | — | — |
| 1Y | +0.59% | — | +4.16% |
| Since Launch | +1.71% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-0.37Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
15.39%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.09How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity98.04%
Debt2.10%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 40 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 8.6885% |
| Zomato Ltd | Technology | Equity | 6.4356% |
| Bharti Airtel Ltd | Technology | Equity | 6.2614% |
| HDFC Bank Ltd | Financial | Equity | 5.3355% |
| BSE Ltd | Financial | Equity | 5.0288% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.7419% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 4.6876% |
| Bajaj Finance Ltd | Financial | Equity | 4.2875% |
| PB Fintech Ltd | Financial | Equity | 4.0167% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 3.7862% |
Fund management
SA
Sachin Relekar
Since 2025 · Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
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.
KR
Krishnaa Narayan
Since 2025 · Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
She is a Chartered Accountant
Compare similar funds
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Summary
A very high-risk equity scheme - sectoral/ thematic fund. Losses and swings stayed contained — worst fall -18.4%, volatility 15.4%. Ranks 569 of 932 in its category over 1 year.
Strengths
- Losses and swings stayed contained — worst fall -18.4%, volatility 15.4%.
Weaknesses
- Ranks 569 of 932 in its category over 1 year.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.4% volatility.
Risk drivers
- None