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).
- 31No. of Funds
- ₹ 109919.98 CrTotal Fund Size
- 18.11%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) | 26735.8 | 7.11% | 7.73% | 6.6% | 0.31% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 8899.24 | 14.7% | 14.86% | 12.21% | 0.67% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.8% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1138.04 | 18.11% | 12.94% | 10.83% | 0.8% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 401.79 | 7.97% | 8.14% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1454.44 | 7.48% | 7.64% | - | 0.2% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 156.42 | 6.32% | - | - | 0.22% |
| Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund-Dir (G) | - | - | - | - | 0.1% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1278.23 | - | - | - | 0.15% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1856.7 | 6.84% | 7.98% | 7.39% | 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) | 329.01 | 7.13% | 7.58% | - | 0.05% |
| Aditya Birla SL FTP - Series TJ - Direct (G) | 27.11 | 7.34% | 7.68% | - | 0.05% |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 229.92 | 7.7% | 7.92% | - | 0.05% |
| Aditya Birla SL FTP - Series UB - Direct (G) | 26.31 | 6.84% | 7.34% | - | 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) | 78.84 | 6.8% | - | - | 0.05% |
| Aditya Birla SL FTP - Series UK - Direct (G) | - | - | - | - | - |
| Aditya Birla SL Low Duration Fund-Dir (G) | 14455.8 | 7.48% | 7.69% | 6.65% | 0.42% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 2981.71 | 13.21% | 10.78% | 13.01% | 0.81% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 28816.5 | 7.2% | 7.57% | 6.41% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 8213.49 | 7.26% | 7.48% | - | 0.21% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1533.28 | 10.35% | 10.31% | 9.51% | 0.93% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1533.28 | 10.35% | 10.31% | 9.51% | 0.93% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 26.34 | 9.58% | 10.01% | 7.36% | 0.61% |
| Aditya Birla SL Short Term Fund-Dir(G) | 9747.73 | 7.78% | 8.07% | 6.96% | 0.36% |
