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).
- 17No. of Funds
- ₹ 97479.89 CrTotal Fund Size
- 12.96%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) | 26933.3 | 6.75% | 7.42% | 6.85% | 1.24% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 9836.35 | 3.91% | 11.28% | 9.6% | 0.89% |
| Aditya Birla SL Conservative Hybrid Fund-Dir (G) | 1467.08 | 2.36% | 8.31% | 7.6% | 0.96% |
| Aditya Birla SL Conservative Hybrid Fund-Dir (Payment) | 1467.08 | 2.36% | 8.31% | 7.6% | 0.96% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.8% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1657.06 | 11.42% | 12.96% | 10.77% | 0.8% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 401.73 | 4.79% | 7.46% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1306.63 | 5.86% | 7.41% | - | 0.21% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 143.51 | 3.15% | 7.03% | - | 0.22% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1328.62 | 6.12% | - | - | 0.16% |
| Aditya Birla SL Dynamic Term Fund - Dir (G) | 1369.67 | 4.29% | 7.65% | 7.12% | 0.64% |
| Aditya Birla SL FMP - Series UT - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FMP - Series UU - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 238.37 | 5.5% | 7.51% | - | 0.04% |
| 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 UK - Direct (G) | - | - | - | - | - |
| Aditya Birla SL Medium Term Fund - Direct (G) | 3369.72 | 7.73% | 10.47% | 12.53% | 0.83% |
| Aditya Birla SL Money Market Fund - Dir (G) | 26943.2 | 6.46% | 7.36% | 6.77% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 5839.93 | 5.89% | 7.21% | 5.95% | 0.21% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 26.62 | 2.06% | 7.58% | 6.7% | 0.63% |
| Aditya Birla SL Short Term Fund-Dir(G) | 5966.14 | 4.83% | 7.51% | 6.77% | 0.36% |
| Aditya Birla SL Ultra Short to Short Term Fund-Dir (G) | 9184.88 | 5.84% | 7.29% | 6.74% | 0.42% |
