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Direct
GROWTH
Active
Axis Services Opportunities Fund - Direct Plan - Growth Option
Axis Mutual Fund · AMFI: 153624
· ISIN: INF846KA1168
Latest NAV
โน9.99
as of Nov. 6, 2026
1Y: -0.99%
3Y: +0.24%
Fund Information
07 Nov 2026 ยท captnemo
Fund House
Axis Mutual Fund
Category
Equity Schemes - Thematic Fund
AUM
โ
Expense Ratio
โ
Min SIP
โ
Min Lumpsum
โ
Fund Start Date
30 Jul 2025
Lock-in Period
None
๐ฐ Fund AUM Trend
Current: โ
Trailing Returns
Full Analysis โ
| Period | Fund | Benchmark | Cat Min | Cat Avg | Cat Max | Excess vs BM | Excess vs Cat |
|---|---|---|---|---|---|---|---|
| 1W | 1619.07% | 649.81% | โ | โ | โ | 969.26% | โ |
| 1M | 109.84% | 103.42% | โ | โ | โ | 6.42% | โ |
| 3M | -4.68% | -9.60% | โ | โ | โ | 4.92% | โ |
| 6M | 10.15% | -1.78% | โ | โ | โ | 11.93% | โ |
| 1Y | -0.99% | -6.08% | โ | โ | โ | 5.09% | โ |
| 2Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 3Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 5Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 7Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 10Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| SI | 0.24% | -2.84% | โ | โ | โ | 3.08% | โ |
Risk Snapshot (3Y)
Sharpe Ratio
-0.43
Max Drawdown
-16.96%
Std Dev (Ann)
14.42%
Beta
0.99
NAV History
Trailing Returns (CAGR)
| Period | Fund | Benchmark | Cat Min | Cat Avg | Cat Max | Excess vs BM | Excess vs Cat |
|---|---|---|---|---|---|---|---|
| 1W | 1619.07% | 649.81% | โ | โ | โ | 969.26% | โ |
| 1M | 109.84% | 103.42% | โ | โ | โ | 6.42% | โ |
| 3M | -4.68% | -9.60% | โ | โ | โ | 4.92% | โ |
| 6M | 10.15% | -1.78% | โ | โ | โ | 11.93% | โ |
| 1Y | -0.99% | -6.08% | โ | โ | โ | 5.09% | โ |
| 2Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 3Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 5Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 7Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| 10Y | 0.24% | -3.50% | โ | โ | โ | 3.74% | โ |
| SI | 0.24% | -2.84% | โ | โ | โ | 3.08% | โ |
Trailing Returns Chart
Calendar Year Returns
Rolling Return Statistics
All rolling windows vs benchmark โ full history
| Window | Min | Max | Median | Mean | Win Rate (>0%) | Win Rate (>8%) | BM Median | BM Mean | Outperform % | Cat Avg |
|---|---|---|---|---|---|---|---|---|---|---|
| 1Y Rolling | -10.49% | 2.91% | -0.69% | -2.69% | 38.3% | 0.0% | -6.00% | -6.18% | 100.0% | โ |
Rolling Return Calculator
Inception: July 30, 2025 ยท Latest NAV: โ
Rolling Window
Start Date
End Date
Rolling Returns Distribution (All Windows)
Bar = mean, error bar = min/max. BM shown beside. Right axis = % of periods beating BM.
๐งฎ SIP Simulator
10 yrs
Enter values and click Calculate.
๐ฐ Lumpsum Simulator
10 yrs
Enter values and click Calculate.
Risk Metrics โ 3 Years
Std Dev (Ann %)
14.42%
Sharpe Ratio
-0.43
Sortino Ratio
-0.61
Max Drawdown %
-16.96%
Beta
0.99
Alpha (Ann %)
2.90%
R-Squared %
80.01%
Tracking Error %
6.25%
Info Ratio
0.48
Upside Capture %
95.0%
Downside Capture %
93.9%
Risk-Free Rate Used
6.50%
Risk Metrics โ 5 Years
Std Dev (Ann %)
14.42%
Sharpe Ratio
-0.43
Sortino Ratio
-0.61
Max Drawdown %
-16.96%
Beta
0.99
Alpha (Ann %)
2.90%
R-Squared %
80.01%
Tracking Error %
6.25%
Info Ratio
0.48
Upside Capture %
95.0%
Downside Capture %
93.9%
Benchmark
NIFTY 50
Market Volatility Measures (3Y)
Upside Capture
95.0%
Downside Capture
93.9%
Max Drawdown
-16.96%
Quarterly Performance Analysis (Top 5 & Worst 5)
๐ Upside Quarters (Top 5)
| Quarter | Fund | Benchmark |
|---|---|---|
| Q1 2026 | 17.10% | 6.87% |
| Q3 2026 | 6.84% | 5.92% |
| Q3 2025 | 1.43% | 6.17% |
Total 3 upside quarter(s)
๐ Downside Quarters (Worst 5)
| Quarter | Fund | Benchmark |
|---|---|---|
| Q4 2025 | -15.46% | -14.54% |
| Q2 2026 | -5.17% | -5.22% |
Total 2 downside quarter(s)
Year-wise Risk Metrics
| Year | Fund CAGR | BM CAGR | Alpha | Beta | Sharpe | Sortino | Max DD | Upside Cap | Downside Cap |
|---|---|---|---|---|---|---|---|---|---|
| 2026 | โ | -9.87% | 9.45% | 0.99 | -0.40 | -0.57 | -14.81% | 98.0% | 90.4% |
| 2025* | โ | 9.52% | -12.03% | 0.98 | -0.67 | -1.02 | -3.83% | 85.7% | 107.5% |
Drawdown Chart
Crisis Period Behaviour
"Pre-inception" = fund didn't exist during that period. Hover the โ on each card for how to interpret it.
๐ How to interpret these numbers
0% or positive โ Held up during crash (exceptional)
0% to -15% โ Mild damage, manageable drawdown
Below -15% โ Significant hit; check recovery speed
Recovery label โ Months from trough back to pre-crash peak
Market Regime Analysis
Reading the cards:
โฅ15% Excellent
5โ15% Good
0โ5% Muted
<0% Lost money
|
Click โผ Per-window on any card to see each individual time window
โน๏ธ Regime windows are approximations based on Nifty 50 price action and RBI policy dates. Returns shown are fund NAV CAGR within covered dates only.
โ ๏ธ Benchmark Note: Index data shown is Price Index, not TRI (Total Return Index).
TRI includes dividends and is typically 1-2% higher annually. SEBI mandates TRI for official benchmark comparison.
Sector Allocation
Financial Services
46.3%
Consumer Cyclical
20.9%
Healthcare
17.4%
Technology
5.4%
Communication Services
4.6%
Industrials
4.0%
Consumer Defensive
1.4%
Weightage by Market Cap
Large Cap
37.18%
Mid Cap
4.81%
Small Cap
55.53%
Asset Allocation
Debt
0.00%
Cash
2.48%
Portfolio Summary
Total Holdings
38
Top 10 Weight
53.51%
Portfolio Turnover
โ
Top Holdings
As of Oct 2026
| # | Security | Sector | Weight % | Fwd P/E |
|---|---|---|---|---|
| 1 |
ICICI Bank Ltd
INE090A01021
|
Financial Services |
8.72%
|
16.2x |
| 2 |
Eternal Ltd
INE758T01015
|
Consumer Cyclical |
8.36%
|
โ |
| 3 |
PB Fintech Ltd
INE417T01026
|
Financial Services |
5.05%
|
โ |
| 4 |
Bajaj Finance Ltd
INE296A01032
|
Financial Services |
4.93%
|
โ |
| 5 |
Apollo Hospitals Enterprise Ltd
INE437A01024
|
Healthcare |
4.82%
|
โ |
| 6 |
HDFC Bank Ltd
INE040A01034
|
Financial Services |
4.61%
|
13.0x |
| 7 |
Fortis Healthcare Ltd
INE061F01013
|
Healthcare |
4.57%
|
โ |
| 8 |
Bharti Airtel Ltd
INE397D01024
|
Communication Services |
4.26%
|
โ |
| 9 |
Indian Hotels Co Ltd
INE053A01029
|
Consumer Cyclical |
4.22%
|
โ |
| 10 |
Cholamandalam Investment and Finance Co Ltd
INE121A01024
|
Financial Services |
3.97%
|
โ |
| 11 |
InterGlobe Aviation Ltd
INE646L01027
|
Industrials |
3.90%
|
โ |
| 12 |
BSE Ltd
INE118H01025
|
Financial Services |
3.50%
|
โ |
| 13 |
The Federal Bank Ltd
INE171A01029
|
Financial Services |
3.18%
|
โ |
| 14 |
L&T Finance Ltd
INE498L01015
|
Financial Services |
3.10%
|
โ |
| 15 |
HDFC Asset Management Co Ltd
INE127D01025
|
Financial Services |
3.06%
|
โ |
| 16 |
Krishna Institute of Medical Sciences Ltd
INE967H01025
|
Healthcare |
2.96%
|
โ |
| 17 |
Clearing Corporation Of India Ltd
|
cashAndEquivalents |
2.81%
|
โ |
| 18 |
Chalet Hotels Ltd
INE427F01016
|
Consumer Cyclical |
2.22%
|
โ |
| 19 |
Go Digit General Insurance Ltd
INE03JT01014
|
Financial Services |
2.17%
|
โ |
| 20 |
FSN E-Commerce Ventures Ltd
INE388Y01029
|
Consumer Cyclical |
2.13%
|
โ |
| 21 |
Infosys Ltd
INE009A01021
|
Technology |
1.97%
|
13.3x |
| 22 |
One97 Communications Ltd
INE982J01020
|
Technology |
1.86%
|
โ |
| 23 |
Max Healthcare Institute Ltd Ordinary Shares
INE027H01010
|
Healthcare |
1.85%
|
โ |
| 24 |
TBO Tek Ltd
INE673O01025
|
Consumer Cyclical |
1.52%
|
โ |
| 25 |
Avenue Supermarts Ltd
INE192R01011
|
Consumer Defensive |
1.38%
|
โ |
| 26 |
Rainbow Childrens Medicare Ltd
INE961O01016
|
Healthcare |
1.36%
|
โ |
| 27 |
Central Depository Services (India) Ltd
INE736A01011
|
Financial Services |
1.24%
|
โ |
| 28 |
ICICI Lombard General Insurance Co Ltd
INE765G01017
|
Financial Services |
0.99%
|
โ |
| 29 |
Global Health Ltd
INE474Q01031
|
Healthcare |
0.96%
|
โ |
| 30 |
Meesho Ltd
INE0VDM01015
|
Consumer Cyclical |
0.95%
|
โ |
| 31 |
Firstsource Solutions Ltd
INE684F01012
|
Technology |
0.85%
|
โ |
| 32 |
Vishal Mega Mart Ltd
INE01EA01019
|
Consumer Cyclical |
0.71%
|
52.6x |
| 33 |
Niva Bupa Health Insurance Co Ltd
INE995S01015
|
Financial Services |
0.66%
|
โ |
| 34 |
Capillary Technologies India Ltd
INE0ILV01024
|
Technology |
0.58%
|
โ |
| 35 |
HealthCare Global Enterprises Ltd
INE075I01017
|
Healthcare |
0.42%
|
โ |
| 36 |
Wakefit Innovations Ltd
INE0E7301029
|
Consumer Cyclical |
0.32%
|
โ |
| 37 |
Info Edge (India) Ltd
INE663F01032
|
Communication Services |
0.18%
|
โ |
| 38 |
Net Receivables / (Payables)
|
cashAndEquivalents |
-0.32%
|
โ |
Costs & Fees
Expense Ratio
โ
Portfolio Turnover
โ
CRISIL Rating
โ
Kuvera Rating
โ
Investment Rules
Min Lumpsum
โ
Min Additional
โ
Min SIP
โ
SIP Available
โ
Yes
Lock-in Period
None
Redemption Allowed
โ
Yes
Tax Treatment
Equity Fund Tax Rules
• STCG (held <12 months): 20% flat
• LTCG (held >12 months): 12.5% on gains above โน1.25 lakh
• ELSS: 3-year lock-in applies; LTCG rules apply
• STCG (held <12 months): 20% flat
• LTCG (held >12 months): 12.5% on gains above โน1.25 lakh
• ELSS: 3-year lock-in applies; LTCG rules apply
Benchmark
NIFTY 50
SEBI-assigned category benchmark for this fund type.
Source: database
โ ๏ธ Data shown is Price Index, not TRI. TRI returns are typically 1-2% higher annually.
Named manager data is not exposed by the available on-demand sources for this fund.
Management Context
| Fund House | Axis Mutual Fund |
| Inception / First NAV | July 30, 2025 |
| AUM | - |
| Expense Ratio | - |
| Portfolio Turnover | - |
| Rating | - |
| Benchmark | NIFTY 50 |
| Data Source | captnemo |
Portfolio Managed
Holdings Used
38
database
Sectors
7
Portfolio view
3Y Sharpe
-0.43
NAV computed
3Y Drawdown
-17.0%
NAV computed
Investment objective is not exposed by the current metadata provider for this fund.
Computing fund scorecard & factor breakdownโฆ
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