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
- ₹ 98788.81 CrTotal Fund Size
- 13.26%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) | 26645.7 | 6.73% | 7.57% | 6.73% | 1.25% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 9489.56 | 10.03% | 12.96% | 11.23% | 0.9% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.79% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1461.39 | 13.19% | 13.26% | 10.99% | 0.79% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 406.35 | 5.47% | 7.6% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1361.41 | 5.98% | 7.39% | - | 0.21% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 144.46 | 4.79% | 7.81% | - | 0.22% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1123.13 | 6.3% | - | - | 0.16% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1494.6 | 5.84% | 7.93% | 7.49% | 0.66% |
| Aditya Birla SL FMP - Series UT - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FMP - Series UU - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 235.5 | 5.88% | 7.57% | - | 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 Low Duration Fund-Dir (G) | 9774.94 | 6.31% | 7.46% | 6.77% | 0.42% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 3213.19 | 9.57% | 10.8% | 12.89% | 0.83% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 27383.4 | 6.44% | 7.42% | 6.68% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 7254.82 | 5.9% | 7.23% | - | 0.21% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1490.28 | 6.46% | 9.32% | 8.86% | 0.96% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1490.28 | 6.46% | 9.32% | 8.86% | 0.96% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 27.11 | 6.79% | 8.72% | 7.48% | 0.63% |
| Aditya Birla SL Short Term Fund-Dir(G) | 5792.69 | 6.17% | 7.87% | 7.01% | 0.36% |
