← Axis Mutual Fund

Axis Services Opportunities Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
36
Aug 2026
Equity Holdings
₹1,450.53 Cr
Equity only, excl. debt & cash
AAUM
₹1,569.96 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
31.9%
Moderate
Top 10 Weight
53.5%
Moderate
Changes
36
0 new · 2 exits
Top Sector
Healthcare Services
16.9% 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 Axis Services Opportunities Fund exited 2 stocks from its portfolio this month. Inventurus Knowledge Solutions Limited was the biggest exit (IT - Services), which was held at 1.84%. Among existing holdings, PB Fintech Limited saw the biggest increase — now at 5.05% of the portfolio. BSE Limited was trimmed the most, now at 3.50%. ICICI Bank Limited remains the top holding with Healthcare Services the dominant sector at 16.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Healthcare Services 17.8% 16.9% -0.9%
Banks 17.4% 16.5% -0.9%
Retailing 13.1% 13.7% +0.6%
Finance 11.8% 12.0% +0.2%
Leisure Services 7.0% 8.0% +1.0%
Capital Markets 8.5% 7.8% -0.7%
Financial Technology (Fintech) 5.4% 6.9% +1.6%
Telecom - Services 4.7% 4.3% -0.5%
Transport Services 3.6% 3.9% +0.3%
Insurance 4.4% 3.8% -0.5%
🔴
Biggest Exit
Inventurus Knowledge Solutions Limited
1.84% was held · IT - Services
Biggest Add
PB Fintech Limited
+1.05% · now 5.05%
Biggest Trim
BSE Limited
-1.04% · now 3.50%
👋 Other funds also exited
Swiggy Limited 26 funds
Swiggy Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Mirae Asset Large & Midcap Fund - Direct Plan - Growth
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth + more
Inventurus Knowledge Solutions Limited 8 funds
Inventurus Knowledge Solutions Limited
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
Mirae Asset Flexi Cap Fund
Union Multi Asset Allocation Fund- Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 2 Exits ↑ 22 Increased ↓ 12 Decreased
#StockSectorLast Weight (Jul 2026)
1
Inventurus Knowledge Solutions Limited
₹29.43 Cr
IT - Services 1.84%
2
Swiggy Limited
₹14.43 Cr
Retailing 0.90%
#StockSectorJul 2026Aug 2026Change
1
PB Fintech Limited
₹75.15 Cr
Financial Technology (Fintech) 4.00% 5.05% +1.05%
2
Eternal Limited
₹124.43 Cr
Retailing 7.46% 8.36% +0.90%
3
One 97 Communications Limited
₹27.59 Cr
Financial Technology (Fintech) 1.35% 1.86% +0.51%
4
Chalet Hotels Limited
₹33.01 Cr
Leisure Services 1.85% 2.22% +0.37%
5
InterGlobe Aviation Limited
₹57.94 Cr
Transport Services 3.57% 3.90% +0.33%
6
The Indian Hotels Company Limited
₹62.70 Cr
Leisure Services 3.92% 4.22% +0.30%
7
Cholamandalam Investment and Finance Company Ltd
₹59.03 Cr
Finance 3.67% 3.97% +0.30%
8
TBO Tek Limited
₹22.54 Cr
Leisure Services 1.23% 1.52% +0.29%
9
FSN E-Commerce Ventures Limited
₹31.73 Cr
Retailing 1.89% 2.13% +0.24%
10
HDFC Asset Management Company Limited
₹45.57 Cr
Capital Markets 2.84% 3.06% +0.22%
#StockSectorJul 2026Aug 2026Change
1
BSE Limited
₹52.05 Cr
Capital Markets 4.54% 3.50% -1.04%
2
Krishna Institute Of Medical Sciences Limited
₹43.99 Cr
Healthcare Services 3.79% 2.96% -0.83%
3
ICICI Lombard General Insurance Company Limited
₹14.71 Cr
Insurance 1.70% 0.99% -0.71%
4
ICICI Bank Limited
₹129.71 Cr
Banks 9.19% 8.72% -0.47%
5
Bharti Airtel Limited
₹63.42 Cr
Telecom - Services 4.71% 4.26% -0.45%
6
HDFC Bank Limited
₹68.61 Cr
Banks 4.84% 4.61% -0.23%
7
The Federal Bank Limited
₹47.32 Cr
Banks 3.37% 3.18% -0.19%
8
Fortis Healthcare Limited
₹68.01 Cr
Healthcare Services 4.75% 4.57% -0.18%
9
L&T Finance Limited
₹46.18 Cr
Finance 3.19% 3.10% -0.09%
10
Apollo Hospitals Enterprise Limited
₹71.65 Cr
Healthcare Services 4.90% 4.82% -0.08%

What Stocks Does This Fund Hold?

36 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹129.71 Cr
Banks
8.72%
2
₹124.43 Cr
Retailing
8.36%
3
₹75.15 Cr
Financial Technology (Fintech)
5.05%
4
₹73.29 Cr
Finance
4.93%
5
₹71.65 Cr
Healthcare Services
4.82%
6
₹68.61 Cr
Banks
4.61%
7
₹68.01 Cr
Healthcare Services
4.57%
8
₹63.42 Cr
Telecom - Services
4.26%
9
₹62.70 Cr
Leisure Services
4.22%
10
₹59.03 Cr
Finance
3.97%
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🏦 Axis Mutual Fund — Portfolio & Holdings
See all funds managed by Axis Mutual Fund — conviction stocks, monthly entries & exits

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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