Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.55% | -7.64% | -7.27% | -2.65% | -10.78% | – | – | – | – |
NAV history
About this fund
Axis Services Opportunities Fund is a sectoral/thematic equity fund offered by Axis Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹9.19, with assets under management of about ₹1,579 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Axis Services Opportunities Fund has recorded a return of about -10.8%. Its annualised volatility is 14.4% — moderate fluctuations — and its Sharpe ratio is -1.20, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.67%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | -1.88 | -1.10 | -10.78 | 4.05 | 35% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Multi-Factor Fund Equity Scheme - Sectoral/Thematic | -4.90 | -5.91 | -9.07 | -10.53 | – | – | – | 0.65 |
| ICICI Prudential Active Momentum Fund Equity Scheme - Sectoral/Thematic | -7.52 | -6.49 | -5.88 | -2.79 | – | – | – | 0.82 |
| Bandhan Multi-Factor Fund Equity Scheme - Sectoral/Thematic | -7.41 | -12.04 | -13.18 | -11.66 | – | – | – | 0.68 |
| Kotak Active Momentum Fund Equity Scheme - Sectoral/Thematic | -7.84 | -6.73 | -3.01 | -1.33 | – | – | – | – |
| Baroda BNP Paribas Business Conglomerates Fund Equity Scheme - Sectoral/Thematic | -5.50 | -6.43 | -4.77 | -7.58 | – | – | – | 0.72 |
| ICICI Prudential Conglomerate Fund Equity Scheme - Sectoral/Thematic | -6.63 | -7.45 | -5.99 | – | – | – | – | 1.07 |
| THE WEALTH COMPANY ETHICAL FUND Equity Scheme - Sectoral/Thematic | -6.75 | -5.59 | -5.33 | -8.87 | – | – | – | 0.61 |
| Franklin India Multi-Factor Fund Equity Scheme - Sectoral/Thematic | -4.58 | -6.93 | -7.75 | – | – | – | – | 0.70 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis CRISIL IBX SDL May 2027 Index Fund Index Funds - Debt Funds | 0.19 | 1.06 | 2.77 | 5.73 | 7.62 | – | – | 0.13 |
| Axis Nifty Smallcap 50 Index Fund Index Funds - Equity Funds | -7.39 | -3.14 | 5.81 | 4.92 | 15.16 | – | – | 0.23 |
| Axis Nifty Midcap 50 Index Fund Index Funds - Equity Funds | -8.20 | -8.15 | -3.60 | -2.11 | 13.25 | – | – | 0.20 |
| Axis Silver Fund of Fund Other Scheme - FoF Domestic | -13.80 | -10.84 | -19.19 | 28.16 | 38.74 | – | – | 0.07 |
| Axis NASDAQ 100 US Specific Equity Passive FOF Other Scheme - FoF Overseas | -5.98 | -1.85 | 9.34 | 24.51 | 30.96 | – | – | 0.25 |
| Axis Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.48 | -2.47 | -0.25 | -1.33 | 5.53 | – | – | – |
| Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Other Scheme - Index Funds | -0.20 | 0.63 | 2.25 | 4.67 | 7.43 | – | – | 0.15 |
| Axis Business Cycles Fund Sectoral/Thematic - Business Cycle | -6.64 | -4.45 | -2.05 | -3.68 | 11.49 | – | – | 1.11 |