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
- ₹ 115299.74 CrTotal Fund Size
- 14.36%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) | 25267.3 | 7.19% | 7.83% | 6.5% | 0.31% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 8799.67 | 10.54% | 14.06% | 12.84% | 0.67% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.8% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1094.06 | 14.36% | 11.63% | 10.05% | 0.8% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 395.08 | 8.3% | 8.08% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1515.35 | 7.88% | 7.58% | - | 0.2% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 157.43 | 6.88% | - | - | 0.22% |
| Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund-Dir (G) | 276.54 | 7.58% | - | - | 0.1% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1201.35 | - | - | - | 0.15% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1915.14 | 7.53% | 8.09% | 7.3% | 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) | 325.91 | 7.36% | 7.56% | - | 0.05% |
| Aditya Birla SL FTP - Series TJ - Direct (G) | 26.86 | 7.54% | 7.65% | - | 0.05% |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 227.8 | 8.05% | 7.85% | - | 0.05% |
| Aditya Birla SL FTP - Series UB - Direct (G) | 26.06 | 7.12% | 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) | 78.12 | 7.09% | - | - | 0.05% |
| Aditya Birla SL FTP - Series UK - Direct (G) | - | - | - | - | - |
| Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir (G) | 8.34 | 6.09% | 6.95% | 5.86% | 0.05% |
| Aditya Birla SL Low Duration Fund-Dir (G) | 15555.7 | 7.82% | 7.78% | 6.54% | 0.42% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 2863.79 | 11.68% | 10.11% | 12.59% | 0.82% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 32711 | 7.54% | 7.66% | 6.34% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 8365.87 | 7.56% | 7.45% | - | 0.21% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1549.13 | 7.76% | 9.86% | 10.26% | 0.93% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1549.13 | 7.76% | 9.86% | 10.26% | 0.93% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 26.61 | 6.44% | 9.44% | 6.96% | 0.61% |
| Aditya Birla SL Short Term Fund-Dir(G) | 11363.5 | 8.41% | 8.17% | 6.81% | 0.37% |
