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Axis Services Opportunities  IDCW-R

Axis Services Opportunities IDCW-R

All Cap
Consumption
Equity
India Growth
Others
1–7 yearsInvestment Horizon
strategy icon

What This Strategy Does

Axis Services Opportunities Fund is an equity fund which captures India's ₹100+ trillion services economy through a multi-cap portfolio, deploying capital across financials, healthcare, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

Fund Performance

0.0% AnnuallyAlpha
+0.0% vs +0.0% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Axis Services Opportunities IDCW-R
Benchmark Index
Fund Performance

Benchmark Performance Comparison

Axis Services Opportunities Fund
NIFTY 50
Risk Profile

Risk Profile

Standard Deviation19.6%
Sharpe Ratio-0.50

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Core Investment Theme

Provides exposure to India's rapidly growing services sector—companies benefiting from rising domestic consumption, outsourcing tailwinds, and the nation's demographic dividend. This theme captures the structural shift toward services-led growth as India's economy matures.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers18.68%
Financial Services45.32%
Services26.99%
Technology5.85%
Capital Goods3.16%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Eternal LtdConsumers9.28%
ICICI Bank LtdFinancial Services9.01%
Bajaj Finance LtdFinancial Services5.09%
Apollo Hospitals Enterprise LtdServices5.03%
Bharti Airtel LtdServices4.70%
HDFC Bank LtdFinancial Services4.46%
Indian Hotels Co LtdConsumers4.43%
Fortis Healthcare LtdServices4.41%
InterGlobe Aviation LtdCapital Goods4.22%
Cholamandalam Investment and Finance Co LtdFinancial Services3.94%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

KN

Krishnamurthy Narayanan

Krishnamurthy Narayanan has experience of 30 years. Manages 6 funds at Axis Asset Management Company Limited with an AUM of approximately ₹3,718 Cr

Team

55 years

Combined Team Experience

AUM

₹ 19,408 Cr

Assets Under Management

SR
Sachin Relekar
Co-Portfolio Manager

Mr. Sachin Relekar has experience of 25 years. Manages 18 funds at Axis Asset Management Company Limited with an AUM of approximately ₹15,690 Cr Holds a MMS degree.

CW Expert Take
CW Expert Take

Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.16%

iconRegulatory & Tax Information

INF846KA1150
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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