Axis Services Opportunities Fund
Axis Services Opportunities remains heavily concentrated in financial and healthcare services, with banks and healthcare together commanding nearly a third of the portfolio. The manager has held conviction steady, making no meaningful adjustments last month, suggesting satisfaction with the current positioning in high-margin service businesses that benefit from India's consumption and financialization trends. The 53% top-10 weight indicates a focused bet on quality execution rather than broad diversification, concentrating on businesses with pricing power and secular growth tailwinds.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Direct Growth | ₹9.2300 | — | — | — | — | — | — |
| Regular Growth | ₹9.1300 | +1.44% | -5.29% | -9.42% | — | — | — |
| Direct IDCW | ₹9.2300 | — | — | — | — | — | — |
| Regular IDCW | ₹9.1300 | — | — | — | — | — | — |
Portfolio Metrics(latest month)
What Changed2026-03-31 → 2026-04-30
| Stock | Weight | |
|---|---|---|
| No new entries this month | ||
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | ICICI Bank Limited INE090A01021 | 8.23% |
| 2 | Bharti Airtel Limited INE397D01024 | 7.63% |
| 3 | Eternal Limited INE758T01015 | 6.19% |
| 4 | HDFC Bank Limited INE040A01034 | 5.32% |
| 5 | BSE Limited INE118H01025 | 4.88% |
| 6 | Fortis Healthcare Limited INE061F01013 | 4.71% |
| 7 | Apollo Hospitals Enterprise Limited INE437A01024 | 4.25% |
| 8 | PB Fintech Limited INE417T01026 | 4.23% |
| 9 | Bajaj Finance Limited INE296A01032 | 3.87% |
| 10 | Clearing Corporation of India Ltd | 3.68% |
| 11 | The Indian Hotels Company Limited INE053A01029 | 3.43% |
| 12 | Krishna Institute Of Medical Sciences Limited INE967H01025 | 3.19% |
| 13 | Cholamandalam Investment and Finance Company Ltd INE121A01024 | 3.15% |
| 14 | InterGlobe Aviation Limited INE646L01027 | 3.02% |
| 15 | HDFC Asset Management Company Limited INE127D01025 | 2.99% |
| 16 | L&T Finance Limited INE498L01015 | 2.91% |
| 17 | Infosys Limited INE009A01021 | 2.85% |
| 18 | The Federal Bank Limited INE171A01029 | 2.74% |
| 19 | Go Digit General Insurance Limited INE03JT01014 | 2.45% |
| 20 | Inventurus Knowledge Solutions Limited INE115Q01022 | 2.03% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.