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).
- 16No. of Funds
- ₹ 91639.96 CrTotal Fund Size
- 13.02%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 | 6.78% | 7.41% | 6.86% | 1.22% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 9836.35 | 8.12% | 13% | 10.59% | 0.89% |
| Aditya Birla SL Conservative Hybrid Fund-Dir (G) | 1467.08 | 3.85% | 8.89% | 8.04% | 0.96% |
| Aditya Birla SL Conservative Hybrid Fund-Dir (Payment) | 1467.08 | 3.85% | 8.89% | 8.04% | 0.96% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.81% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1657.06 | 11.54% | 13.02% | 10.87% | 0.81% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 401.73 | 4.77% | 7.41% | - | 0.19% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1306.63 | 5.92% | 7.41% | - | 0.21% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 143.51 | 3.58% | 7.3% | - | 0.22% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1328.62 | 5.99% | - | - | 0.16% |
| Aditya Birla SL Dynamic Term Fund - Dir (G) | 1369.67 | 5.23% | 7.76% | 7.27% | 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 | 5.62% | 7.48% | - | 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 | 8.04% | 10.54% | 12.65% | 0.83% |
| Aditya Birla SL Money Market Fund - Dir (G) | 26943.2 | 6.44% | 7.34% | 6.81% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | - | - | - | - | 0.21% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 26.62 | 3.49% | 8.19% | 7.05% | 0.63% |
| Aditya Birla SL Short Term Fund-Dir(G) | 5966.14 | 4.96% | 7.53% | 6.86% | 0.36% |
| Aditya Birla SL Ultra Short to Short Term Fund-Dir (G) | 9184.88 | 5.76% | 7.26% | 6.78% | 0.42% |
