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
- ₹ 102287.38 CrTotal Fund Size
- 13.08%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) | 27237.2 | 6.92% | 7.49% | 6.81% | 1.26% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | 10125.5 | 5.65% | 11.49% | 10.21% | 0.9% |
| Aditya Birla SL Conservative Hybrid Fund-Dir (G) | 1501.55 | 4.46% | 8.59% | 7.99% | 0.96% |
| Aditya Birla SL Conservative Hybrid Fund-Dir (Payment) | 1501.55 | 4.46% | 8.59% | 7.99% | 0.96% |
| Aditya Birla SL Credit Risk Fund - Dir (Bonus) | - | - | - | - | 0.8% |
| Aditya Birla SL Credit Risk Fund - Dir (G) | 1599.91 | 12.56% | 13.08% | 10.86% | 0.8% |
| Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF-Dir (G) | 405.45 | 5.53% | 7.42% | - | 0.2% |
| Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Dir (G) | 1324.73 | 6.12% | 7.35% | - | 0.21% |
| Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Dir (G) | 149.71 | 5.11% | 7.13% | - | 0.22% |
| Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF-Dir (G) | 1228.13 | 6.37% | - | - | 0.16% |
| Aditya Birla SL Dynamic Term Fund - Dir (G) | 1422.31 | 5.8% | 7.65% | 7.21% | 0.64% |
| Aditya Birla SL FMP - Series UT - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FMP - Series UU - Direct (G) | - | - | - | - | - |
| Aditya Birla SL FTP - Series TQ - Direct (G) | 237.55 | 5.91% | 7.46% | - | 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 Medium Term Fund - Direct (G) | 3318.97 | 9.13% | 10.51% | 12.65% | 0.83% |
| Aditya Birla SL Money Market Fund - Dir (G) | 29876.8 | 6.57% | 7.42% | 6.75% | 0.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund - Direct (G) | 6821.9 | 5.89% | 7.21% | - | 0.21% |
| Aditya Birla SL Retirement-The 50s Plan-Dir (G) | 27.28 | 4.57% | 8% | 7.06% | 0.63% |
| Aditya Birla SL Short Term Fund-Dir(G) | 5782.05 | 5.91% | 7.62% | 6.84% | 0.36% |
| Aditya Birla SL Ultra Short to Short Term Fund-Dir (G) | 9726.79 | 6.27% | 7.37% | 6.75% | 0.42% |
