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).
- 30No. of Funds
- ₹ 101043.71 CrTotal Fund Size
- 14.39%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) | 25064.6 | 6.81% | 7.73% | 6.66% | 0.31% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 8539.88 | 9.31% | 14.39% | 12.28% | 0.66% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.79% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1178.19 | 13.32% | 12.96% | 10.79% | 0.79% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 400.56 | 5.84% | 7.51% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1459.9 | 6.68% | 7.41% | - | 0.2% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 152.78 | 3.69% | 7.65% | - | 0.22% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1834.83 | 6.74% | - | - | 0.15% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1509.74 | 4.43% | 7.73% | 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) | 331.9 | 6.43% | 7.3% | - | 0.05% |
| Aditya Birla SL FTP - Series TJ - Direct (G) | 27.35 | 6.61% | 7.37% | - | 0.05% |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 231.79 | 6.58% | 7.53% | - | 0.05% |
| Aditya Birla SL FTP - Series UB - Direct (G) | 26.54 | 6.1% | 6.99% | - | 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) | - | - | - | - | 0.05% |
| Aditya Birla SL FTP - Series UK - Direct (G) | - | - | - | - | - |
| Aditya Birla SL Low Duration Fund-Dir (G) | 10864.6 | 6.75% | 7.55% | 6.67% | 0.42% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 3078.17 | 9.4% | 10.54% | 12.73% | 0.81% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 28780.1 | 6.76% | 7.49% | 6.52% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 8124.46 | 6.61% | 7.29% | - | 0.21% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1455.93 | 6.7% | 9.95% | 9.34% | 0.93% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1455.93 | 6.7% | 9.95% | 9.34% | 0.93% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 25.64 | 5.98% | 9.58% | 7.11% | 0.61% |
| Aditya Birla SL Short Term Fund-Dir(G) | 6500.82 | 6.12% | 7.78% | 6.9% | 0.36% |
