← Axis Mutual Fund

Axis Services Opportunities Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
38
Jul 2026
Equity Holdings
₹1,585.35 Cr
Equity only, excl. debt & cash
AAUM
₹1,569.96 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
31.3%
Moderate
Top 10 Weight
53.3%
Moderate
Changes
35
0 new · 0 exits
Top Sector
Healthcare Services
17.8% of portfolio
Launch Date
04 Jul 2025
1 years old

AAUM (Average Assets Under Management) of ₹1,569.96 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Eternal Limited saw the biggest increase — now at 7.46% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 4.71%. ICICI Bank Limited remains the top holding with Healthcare Services the dominant sector at 17.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Healthcare Services 16.9% 17.4% +0.5%
Banks 16.1% 17.1% +1.0%
Retailing 11.7% 12.0% +0.3%
Finance 10.1% 10.9% +0.8%
Capital Markets 9.6% 8.9% -0.7%
Leisure Services 6.4% 6.7% +0.3%
Telecom - Services 6.4% 6.3% -0.1%
Financial Technology (Fintech) 5.5% 5.2% -0.3%
Insurance 5.0% 4.9% -0.1%
Transport Services 3.1% 3.7% +0.6%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Healthcare Services 17.4% 17.8% +0.4%
Banks 17.1% 17.4% +0.3%
Retailing 12.0% 13.1% +1.1%
Finance 10.9% 11.8% +0.9%
Capital Markets 8.9% 8.5% -0.5%
Leisure Services 6.7% 7.0% +0.3%
Financial Technology (Fintech) 5.2% 5.4% +0.2%
Telecom - Services 6.3% 4.7% -1.6%
Insurance 4.9% 4.4% -0.6%
Transport Services 3.7% 3.6% -0.1%
Biggest Add
Eternal Limited
+1.02% · now 7.46%
Biggest Trim
Bharti Airtel Limited
-1.55% · now 4.71%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 22 Increased ↓ 13 Decreased
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹119.54 Cr
Retailing 6.44% 7.46% +1.02%
2
Bajaj Finance Limited
₹79.13 Cr
Finance 4.29% 4.94% +0.65%
3
ICICI Bank Limited
₹147.37 Cr
Banks 8.69% 9.19% +0.50%
4
The Federal Bank Limited
₹53.94 Cr
Banks 3.05% 3.37% +0.32%
5
Infosys Limited
₹29.27 Cr
IT - Software 1.59% 1.83% +0.24%
6
Firstsource Solutions Limited
₹14.36 Cr
Commercial Services & Supplies 0.67% 0.90% +0.23%
7
One 97 Communications Limited
₹21.58 Cr
Financial Technology (Fintech) 1.13% 1.35% +0.22%
8
Apollo Hospitals Enterprise Limited
₹78.59 Cr
Healthcare Services 4.69% 4.90% +0.21%
9
The Indian Hotels Company Limited
₹62.76 Cr
Leisure Services 3.73% 3.92% +0.19%
10
Cholamandalam Investment and Finance Company Ltd
₹58.79 Cr
Finance 3.50% 3.67% +0.17%
#StockSectorJun 2026Jul 2026Change
1
Bharti Airtel Limited
₹75.53 Cr
Telecom - Services 6.26% 4.71% -1.55%
2
HDFC Bank Limited
₹77.55 Cr
Banks 5.34% 4.84% -0.50%
3
Go Digit General Insurance Limited
₹31.83 Cr
Insurance 2.49% 1.99% -0.50%
4
BSE Limited
₹72.71 Cr
Capital Markets 5.03% 4.54% -0.49%
5
Inventurus Knowledge Solutions Limited
₹29.43 Cr
IT - Services 2.00% 1.84% -0.16%
6
Avenue Supermarts Limited
₹20.61 Cr
Retailing 1.42% 1.29% -0.13%
7
ICICI Lombard General Insurance Company Limited
₹27.31 Cr
Insurance 1.80% 1.70% -0.10%
8
InterGlobe Aviation Limited
₹57.24 Cr
Transport Services 3.66% 3.57% -0.09%
9
Vishal Mega Mart Limited
₹10.17 Cr
Retailing 0.69% 0.63% -0.06%
10
Meesho Ltd
₹12.58 Cr
Retailing 0.82% 0.78% -0.04%

What Stocks Does This Fund Hold?

38 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹147.37 Cr
Banks
9.19%
2
₹119.54 Cr
Retailing
7.46%
3
₹79.13 Cr
Finance
4.94%
4
₹78.59 Cr
Healthcare Services
4.90%
5
₹77.55 Cr
Banks
4.84%
6
₹76.09 Cr
Healthcare Services
4.75%
7
₹75.53 Cr
Telecom - Services
4.71%
8
₹72.71 Cr
Capital Markets
4.54%
9
₹64.19 Cr
Financial Technology (Fintech)
4.00%
10
₹62.76 Cr
Leisure Services
3.92%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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