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).
- 32No. of Funds
- ₹ 102702.85 CrTotal Fund Size
- 14.68%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) | 22618.9 | 7.13% | 7.82% | 6.43% | 0.31% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 8370.71 | 9.01% | 13.79% | 13.93% | 0.67% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.8% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1052.93 | 14.68% | 11.81% | 10.32% | 0.8% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 360.82 | 8.51% | 8.16% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1511.99 | 7.9% | 7.7% | - | 0.2% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 157.51 | 7.8% | - | - | 0.22% |
| Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund-Dir (G) | 284.37 | 7.69% | - | - | 0.1% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 858.4 | - | - | - | 0.15% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1918.07 | 7.97% | 8.31% | 7.47% | 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) | 322.68 | 7.4% | 7.68% | - | 0.05% |
| Aditya Birla SL FTP - Series TJ - Direct (G) | 26.58 | 7.6% | 7.78% | - | 0.05% |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 225.27 | 8.11% | 7.92% | - | 0.05% |
| Aditya Birla SL FTP - Series UB - Direct (G) | 25.82 | 7.25% | - | - | 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) | 77.39 | 7.19% | - | - | 0.05% |
| Aditya Birla SL FTP - Series UK - Direct (G) | - | - | - | - | - |
| Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir (G) | 8.29 | 6.16% | 6.96% | 5.84% | 0.05% |
| Aditya Birla SL Low Duration Fund-Dir (G) | 13096.9 | 8.1% | 7.88% | 6.56% | 0.43% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 2734.09 | 12.19% | 10.36% | 13.31% | 0.82% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 26757.3 | 7.7% | 7.72% | 6.31% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 8494.24 | 7.62% | 7.56% | - | 0.2% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1539.01 | 8.63% | 10.15% | 11.38% | 0.93% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1539.01 | 8.63% | 10.15% | 11.38% | 0.93% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 26.37 | 7.46% | 9.77% | 7.14% | 0.61% |
| Aditya Birla SL Short Term Fund-Dir(G) | 10696.2 | 8.96% | 8.34% | 6.92% | 0.37% |
