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).
- 21No. of Funds
- ₹ 149669.01 CrTotal Fund Size
- 11.67%Highest Return
Funds managed by Mohit Sharma
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Aditya Birla SL Arbitrage Fund (G) | 25678.5 | 5.45% | 6.7% | 5.83% | 1.81% |
| Aditya Birla SL Balanced Advantage Fund (G) | 9182.39 | 3.36% | 11.4% | 9.7% | 1.76% |
| Aditya Birla SL Credit Risk Fund (G) | 1353.31 | 10.96% | 11.66% | 9.62% | 1.64% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Reg (G) | 401.66 | 4.12% | 6.97% | - | 0.35% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund (G) | 1362.6 | 5.51% | 6.97% | - | 0.34% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Reg (G) | 151.72 | 1.02% | 6.44% | - | 0.57% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Reg (G) | 1576.1 | 5.51% | - | - | 0.4% |
| Aditya Birla SL Dynamic Bond Fund - Reg (G) | 1504.17 | 2.19% | 6.69% | 6.47% | 1.23% |
| Aditya Birla SL Dynamic Bond Fund(Displine Advat) | 1504.17 | 2.19% | 6.69% | 6.46% | 1.23% |
| Aditya Birla SL FMP - Series UT (G) | - | - | - | - | - |
| Aditya Birla SL FMP - Series UU (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series TI (G) | 333.51 | 5.71% | 7.04% | - | 0.15% |
| Aditya Birla SL FTP - Series TJ (G) | 27.49 | 5.82% | 7.13% | - | 0.15% |
| Aditya Birla SL FTP - Series TQ (G) | 233.01 | 5.39% | 7.22% | - | 0.15% |
| Aditya Birla SL FTP - Series UD (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UE (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UG (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UH (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UI (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series UK (G) | - | - | - | - | - |
| Aditya Birla SL Low Duration Fund - Inst (G) | 13267.3 | 4.93% | 6.44% | 5.71% | 1.2% |
| Aditya Birla SL Low Duration Fund (G) | 13267.3 | 4.93% | 6.44% | 5.71% | 1.2% |
| Aditya Birla SL Medium Term Plan (G) | 3097.75 | 7% | 9.35% | 11.67% | 1.56% |
| Aditya Birla SL Money Manager Fund (G) | 30074.1 | 5.77% | 7.11% | 6.32% | 0.37% |
| Aditya Birla SL Money Manager Fund-Retail(G) | 30074.1 | 5.77% | 7.11% | 6.32% | 0.37% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund (G) | 7783.09 | 5.75% | 6.95% | - | 0.36% |
| Aditya Birla SL Regular Savings Fund (G) | 1479.28 | 3.54% | 8.18% | 7.9% | 1.8% |
| Aditya Birla SL Regular Savings Fund (Payment) | - | - | - | - | 1.8% |
| Aditya Birla SL Retirement-The 50s Plan-Reg (G) | 26.4 | 3.18% | 7.66% | 5.6% | 1.96% |
| Aditya Birla SL Short Term Fund (G) | 7291.06 | 3.93% | 6.71% | 5.99% | 0.96% |
