| Launch date | 08 Oct 2026 |
| Allotment date | 15 Oct 2026 |
| End date | 14 Oct 2026 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: --
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
--
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Kaustubh GuptaOct 2026 - PresentView details
Anuj JainOct 2026 - PresentView details
Harshil SuvarnkarOct 2026 - PresentView details
Fund house & investment objective
| Rank (total assets) | #4 in India |
|---|---|
| Total AUM | ₹4,18,789.90Cr |
| Date of Incorporation | 23 Dec 1994 |
|---|
Aditya Birla Sun Life Financial Services Sectoral Debt Fund Direct Growth is a -- Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Financial Services Sectoral Debt Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,18,790 Cr and the Latest NAV as of 16 Oct 2026 is ₹10.00. The Aditya Birla Sun Life Financial Services Sectoral Debt Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;
Investment Objective
The scheme seeks to generate regular income and capital appreciation by primarily investing in debt and money market instruments (only in AA+ and above rated corporate bonds) of Financial Services sector across durations. ;
| Fund benchmark | CRISIL Financial Services Short Term Debt Index |
|---|
Fund house contact details
Peer Comparison
| Fund name | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Small Cap Fund Direct Growth | 4 | 7.1% | 13.8% | 80,905.55 |
Franklin India Mid Cap Fund Direct Growth | 2 | -2.3% | 13.7% | 12,155.57 |
Franklin India Small Cap Fund Direct Growth | 3 | 3.8% | 10.9% | 14,256.56 |
HDFC Small Cap Fund Direct Growth | 3 | -3.7% | 9.2% | 40,800.81 |
Franklin India Technology Fund Direct Growth | 5 | -9.4% | 8.7% | 1,623.24 |