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
- ₹ 102301.91 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) | 26939.5 | 6.74% | 7.56% | 6.75% | 1.25% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 9804.08 | 10.19% | 13.02% | 11.18% | 0.9% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.79% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1532.33 | 13.26% | 13.26% | 11% | 0.79% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 405.8 | 5.68% | 7.6% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1320.64 | 6.08% | 7.41% | - | 0.21% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 149.94 | 4.99% | 7.89% | - | 0.22% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1109.18 | 6.35% | - | - | 0.16% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1440.65 | 6.56% | 7.97% | 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) | 236.55 | 6.01% | 7.54% | - | 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) | 9913.79 | 6.4% | 7.47% | 6.77% | 0.42% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 3280.19 | 9.79% | 10.8% | 12.91% | 0.83% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 30160.4 | 6.5% | 7.44% | 6.7% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 7148.6 | 5.91% | 7.24% | - | 0.21% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1500.92 | 6.68% | 9.33% | 8.86% | 0.96% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1500.92 | 6.68% | 9.33% | 8.86% | 0.96% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 27.26 | 7.18% | 8.84% | 7.47% | 0.63% |
| Aditya Birla SL Short Term Fund-Dir(G) | 5831.16 | 6.44% | 7.88% | 7% | 0.36% |
