To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.04% | -7.18% | -1.29% | -5.17% | -10.44% | N/A | N/A | N/A | N/A | N/A | -6.68% |
| Category returns | -3.62% | -3.62% | 1.59% | -0.51% | -2.4% | 0.84% | 11.99% | 13.6% | 10.79% | 12.75% | N/A |
| Absolute returns | -6.04% | -7.18% | -1.29% | -5.17% | -10.44% | N/A | N/A | N/A | N/A | N/A | -8.2% |
| Rank within category | 6/6 | 5/5 | 4/5 | 4/4 | 4/4 | N/A | N/A | N/A | N/A | N/A | N/A |
| Sector Funds | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | -7.27% |
| Q1 returns | N/A | -15.76% |
| Q2 returns | N/A | 16.67% |
| Q3 returns | N/A | -5.45% |
| Q4 returns | 1.12% | -0.22% |
NIL for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | 0.154736 |
| Beta | 0.9812 |
| Sharpe Ratio | -0.206259 |
| Sortino Ratio | -0.322033 |
| R-Squared | 0.7385 |
| Tracking Error | 2.1534 |
| Downside Risk | 16.6659 |
| Std. Deviation (Annualised) | 14.7254 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Exports and Services Fund - Growth | -2.91% | -2.8% | -1% | -2.02% | -1.98% | 12.77% | 11.9% | 12.75% | 14.31% | 1,454.00 | 2.30 | 0.17 | Very High |
| Sundaram Services Fund - Regular Plan - Growth | -4.85% | -4.83% | 2.41% | -2.36% | -3.02% | 11.21% | 9.68% | N/A | 16.66% | 4,999.11 | 1.94 | 0.13 | Very High |
| Axis Services Opportunities Fund - Regular Plan - Growth Current | -6.04% | -7.18% | -1.29% | -5.17% | -10.44% | N/A | N/A | N/A | -6.68% | 1,308.23 | 2.22 | -0.21 | Very High |
| Motilal Oswal Services Fund - Regular Plan - Growth | -2.51% | 0.79% | 10.76% | 7.5% | 5.83% | N/A | N/A | N/A | 11.2% | 135.89 | 2.63 | 0.14 | Very High |
| Kotak Services Fund - Regular Plan - Growth | -2.16% | -4.1% | -2.94% | 0% | N/A | N/A | N/A | N/A | 1.02% | 710.88 | 2.62 | -0.08 | Very High |
| Baroda BNP Paribas Services Fund - Regular Plan - Growth | -3.27% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | -5.6% | 573.29 | N/A | -2.02 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Eternal Ltd. | Retailing | Domestic Equities | 9.28% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 9.01% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 5.09% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 5.03% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 4.70% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.46% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 4.43% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 4.41% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 4.22% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 3.94% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 3.32% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 3.26% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 3.07% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 3.03% |
| BSE Ltd. | Capital Markets | Domestic Equities | 2.75% |
| Go Digit General Insurance Ltd. | Insurance | Domestic Equities | 2.49% |
| Chalet Hotels Ltd. | Leisure Services | Domestic Equities | 2.36% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 2.22% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 2.06% |
| L&T Finance Ltd. | Finance | Domestic Equities | 1.97% |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.97% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 1.88% |
| TBO Tek Ltd. | Leisure Services | Domestic Equities | 1.66% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 1.53% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 1.43% |
| SS Retail Ltd. | Retailing | Domestic Equities | 1.34% |
| Central Depository Services (India) Ltd. | Capital Markets | Domestic Equities | 1.27% |
| Meesho Ltd. | Retailing | Domestic Equities | 1.20% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 1.14% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 1.00% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.93% |
| Capillary Technologies India Ltd. | IT - Software | Domestic Equities | 0.74% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.73% |
| Niva Bupa Health Insurance Company Ltd. | Insurance | Domestic Equities | 0.70% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 0.64% | |
| Healthcare Global Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.43% |
| Wakefit Innovations Ltd. | Consumer Durables | Domestic Equities | 0.36% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.19% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.24% | |
| Total | 100.00% | ||
Mr. Relekar holds an MMS(Finance) degree from Jamnalal Bajaj Institute of Management Studies ,Mumbai, and a BE (Mechanical) degree from K.E.S. College of Engineering, Islampur.Prior to this he worked with Tata AMC from September 07 to December 12. He has also worked as an Equity Research Analyst with CD Equity Search, in strategy consulting for Innovision Consulting, and in Business Development for Tech Pacific India.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
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