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
- ₹ 89703.5 CrTotal Fund Size
- 14.66%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) | 13316 | 7.14% | 7.83% | 6.51% | 0.31% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 7560.12 | 9.16% | 13.63% | 13.19% | 0.67% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.8% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 914.25 | 14.66% | 11.77% | 10.19% | 0.8% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 416.14 | 8.24% | 8.01% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1646.42 | 7.77% | 7.53% | - | 0.2% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 142.51 | 7.2% | - | - | 0.22% |
| Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund-Dir (G) | 0 | 7.64% | - | - | 0.1% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1006.03 | - | - | - | 0.15% |
| Aditya Birla SL Dynamic Bond Fund - Dir (G) | 1687.62 | 7.47% | 8.12% | 7.38% | 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) | 297.97 | 7.35% | 7.52% | - | 0.05% |
| Aditya Birla SL FTP - Series TJ - Direct (G) | 24.51 | 7.51% | 7.62% | - | 0.05% |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 206.99 | 7.91% | 7.77% | - | 0.05% |
| Aditya Birla SL FTP - Series UB - Direct (G) | 23.92 | 7.04% | - | - | 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) | 71.67 | 7.02% | - | - | 0.05% |
| Aditya Birla SL FTP - Series UK - Direct (G) | - | - | - | - | - |
| Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir (G) | 33.49 | 6.09% | 6.95% | 5.86% | 0.05% |
| Aditya Birla SL Low Duration Fund-Dir (G) | 10861.4 | 8.04% | 7.85% | 6.56% | 0.43% |
| Aditya Birla SL Medium Term Plan - Direct (G) | 1892.36 | 11.94% | 10.25% | 12.73% | 0.82% |
| Aditya Birla SL Money Manager Fund - Dir (G) | 27664.8 | 7.63% | 7.69% | 6.33% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 10801.7 | 7.55% | 7.44% | - | 0.2% |
| Aditya Birla SL Regular Savings Fund-Dir (G) | 1396.88 | 7.79% | 9.91% | 10.69% | 0.93% |
| Aditya Birla SL Regular Savings Fund-Dir (Payment) | 1396.88 | 7.79% | 9.91% | 10.69% | 0.93% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 26.64 | 6.34% | 9.44% | 7.05% | 0.61% |
| Aditya Birla SL Short Term Fund-Dir(G) | 8315.2 | 8.68% | 8.27% | 6.88% | 0.37% |
