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 | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Direct Growth | ₹9.3700 | — | — | — | — |
| Regular Growth | ₹9.2600 | +0.65% | — | — | — |
| Direct IDCW | ₹9.3700 | — | — | — | — |
| Regular IDCW | ₹9.2600 | — | — | — | — |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
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.
Frequently Asked Questions
How many stocks does Axis Services Opportunities Fund hold?
Axis Services Opportunities Fund holds 39 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 32.25% of NAV.
What is the largest holding in Axis Services Opportunities Fund?
The largest position in Axis Services Opportunities Fund is ICICI Bank Limited, accounting for 8.23% of NAV in the Banks sector.
Is Axis Services Opportunities Fund a concentrated or diversified fund?
With a Gini coefficient of 0.418, Axis Services Opportunities Fund is well-diversified. The HHI concentration index is 40,976 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 32.25% of the portfolio.
What is the market cap allocation of Axis Services Opportunities Fund?
Based on SEBI's AMFI classification, Axis Services Opportunities Fund's equity portfolio is split as: Large Cap: 54.13%, Mid Cap: 27.26%, Small Cap: 15.08%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Axis Services Opportunities Fund invest in most?
Axis Services Opportunities Fund has the highest allocation to Banks (16.29%), Healthcare Services (15.94%), Retailing (11.83%). The fund is invested across 15 sectors in total.
How actively managed is Axis Services Opportunities Fund compared to other Sectoral / Thematic funds?
Axis Services Opportunities Fund has an Active Share of 79.87%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.