Mohit Sharma
Biography: He has around 11 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Qualification: B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
- 30No. of Funds
- ₹ 113138.56 CrTotal Fund Size
- 13.94%Highest Return
Funds managed by Mohit Sharma
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Aditya Birla SL Arbitrage Fund - Dir (G) | 26792 | 7.06% | 7.78% | 6.66% | 0.31% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 9103.69 | 9.51% | 13.43% | 10.92% | 0.66% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.79% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1175.31 | 13.94% | 12.84% | 10.77% | 0.79% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 404.11 | 7.7% | 7.99% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1460.24 | 7.47% | 7.64% | - | 0.2% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 158.25 | 7.01% | 8.28% | - | 0.22% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1751.13 | - | - | - | 0.15% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1886.31 | 6.96% | 7.98% | 7.51% | 0.64% |
| Aditya Birla SL FMP - Series UT - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FMP - Series UU - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series TI - Direct (G) | 330.52 | 6.93% | 7.58% | - | 0.05% |
| Aditya Birla SL FTP - Series TJ - Direct (G) | 27.24 | 7.14% | 7.65% | - | 0.05% |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 231.3 | 7.59% | 7.88% | - | 0.05% |
| Aditya Birla SL FTP - Series UB - Direct (G) | 26.42 | 6.7% | 7.28% | - | 0.05% |
| Aditya Birla SL FTP - Series UD - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UE - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UG - Direct (G) | - | - | - | - | 7% |
| Aditya Birla SL FTP - Series UH - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UI - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UJ - Direct (G) | 79.18 | 6.65% | - | - | 0.05% |
| Aditya Birla SL FTP - Series UK - Direct (G) | - | - | - | - | - |
| Aditya Birla SL Low Duration Fund-Dir (G) | 15208.8 | 7.4% | 7.64% | 6.67% | 0.42% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 3069.79 | 10.76% | 10.66% | 12.79% | 0.81% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 30777.5 | 7.06% | 7.5% | 6.43% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 8197.14 | 7.17% | 7.48% | - | 0.21% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1523.44 | 8.42% | 10.02% | 8.96% | 0.93% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1523.44 | 8.42% | 10.02% | 8.96% | 0.93% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 26.58 | 8.01% | 9.68% | 7.02% | 0.61% |
| Aditya Birla SL Short Term Fund-Dir(G) | 9386.17 | 7.71% | 8.02% | 7.07% | 0.36% |
