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Axis Services Opportunities Fund - Regular Plan - IDCW Option

Axis · Sectoral
Very High
₹9.14
Current NAV
27 Oct 2026
-11.1%
1Y Return
20.5%
3Y CAGR
17.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.85
Sharpe Ratio
0.45
Beta
-2.15
Alpha
0.98
Sortino
Fund Details
Fund House Axis
Category Sectoral
AUM ₹6400 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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