Fundalysisby DARKHORSESTOCKS

Fund manager · Aditya Birla

Mohit Sharma

Fund Manager at Aditya Birla. Runs 21 schemes worth ₹96,123 Cr.

  • Fund house

    Aditya BirlaThey run their schemes at Aditya Birla.

  • AUM they run

    ₹96,123 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    21 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.

  • Experience

    20 years~20 years

Profile(Aditya Birla's SAI, 31 Aug 2026)

About

Role
Fund Manager
Age
46 years
Experience
~20 years

Schemes now21

  1. Aditya Birla Sun Life Money Market Fund₹26,943 Cr
  2. Aditya Birla Sun Life Arbitrage Fund₹26,933 Cr
  3. Aditya Birla Sun Life Balanced Advantage Fund₹9,836 Cr
  4. Aditya Birla Sun Life Ultra Short to Short Term Fund₹9,185 Cr
  5. Aditya Birla Sun Life Short Term Fund₹5,966 Cr
  6. Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60 40 Index Fund₹5,840 Cr
  7. and 15 more, all below

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202696,123−4.7%
Aug 20261,00,9020.0%
Jul 20261,00,915+3.2%
Jun 202697,776−3.4%
May 20261,01,171−3.5%
Apr 20261,04,823+5.2%
Mar 202699,667−8.0%
Feb 20261,08,361+1.5%
Jan 20261,06,805+2.4%
Dec 20251,04,309−6.7%
Nov 20251,11,781+4.3%
Oct 20251,07,164+7.2%
AUM at month end, Sept 2026
₹96,123 Cr
−10.3% since Oct 2025
Fig. 1.The AUM of the schemes Mohit Sharma ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Apr 2017 – now)

  1. Money Market Fund
  2. Balanced Advantage Fund
  3. Ultra Short to Short Term Fund
  4. Short Term Fund
  5. Medium Term Fund
  6. Credit Risk Fund
  7. Dynamic Term Fund
  8. Fixed Term Plan Series TI 1837 Days
  9. Fixed Term Plan Series TJ 1838 Days
  10. Nifty SDL Plus PSU Bond Sep 2026 60 40 Index Fund
  11. Fixed Term Plan Series TQ 1879 Days
  12. CRISIL IBX 60 40 SDL AAA PSU Apr 2027 Index Fund
Aditya Birla201820192020202120222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Apr 2017 – now)

Aditya Birla

21 now · since Apr 2017
  1. Aditya Birla Sun Life Money Market Fund
    Co-managerApr 2017—9y 7m₹26,943 CrMoney MarketTER 0.19%
  2. Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60 40 Index Fund
    Fund managerSept 2021—5y 2m₹5,840 CrIndex FundsTER 0.18%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(16 schemes)

Growth · Direct plans

Return as manager
+6.95%
Beat peers
12 of 15
vs peers
+0.75 pt
Longest run
9.5 years
Beat benchmark
Upcoming
Each scheme Mohit Sharma ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Aditya Birla Sun Life Money Market Fund
Apr '17–now · 9.5y
+6.84%+6.66%+0.17 pt––
Aditya Birla Sun Life Ultra Short to Short Term Fund
Apr '17–now · 9.5y
+7.17%+6.73%+0.44 pt––
Aditya Birla Sun Life Balanced Advantage Fund
Apr '17–now · 9.5y
+10.40%+9.42%+0.99 pt––
Aditya Birla Sun Life Medium Term Fund
Aug '20–now · 6.2y
+12.00%+7.13%+4.86 pt––
Aditya Birla Sun Life Short Term Fund
Aug '20–now · 6.2y
+6.77%+6.02%+0.75 pt––
Aditya Birla Sun Life Credit Risk Fund
Aug '20–now · 6.2y
+10.54%+7.76%+2.78 pt––
Aditya Birla Sun Life Dynamic Term Fund
Mar '21–now · 5.6y
+7.25%+6.50%+0.75 pt––
Aditya Birla Sun Life Fixed Term Plan Series TQ 1879 Days
Mar '22–now · 4.6y
+6.54%+6.53%+0.01 pt––
Aditya Birla Sun Life CRISIL IBX 60 40 SDL AAA PSU Apr 2027 Index Fund
Mar '22–now · 4.5y
+6.36%+9.36%−3.00 pt––
Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund
Oct '22–now · 4.0y
+7.52%+8.89%−1.38 pt––
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund
Feb '23–now · 3.7y
+7.22%+7.48%−0.25 pt––
Aditya Birla Sun Life Conservative Hybrid Fund
Oct '24–now · 2.0y
+4.92%+3.38%+1.53 pt––
Aditya Birla Sun Life Retirement Fund The 50S Plan
Oct '24–now · 2.0y
+3.88%+0.71%+3.17 pt––
Aditya Birla Sun Life Arbitrage Fund
Feb '25–now · 1.7y
+6.94%+6.80%+0.15 pt––
Aditya Birla Sun Life CRISIL IBX Financial Services 9 12 Months Debt Index Fund
Mar '25–now · 1.6y
+6.95%+4.83%+2.11 pt––
Aditya Birla Sun Life Retirement Fund The 40S Plan
May '26–now · 0.5y
−0.95%+0.44%−1.38 pt––
Fig. 1.Each scheme Mohit Sharma ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(11 now)

  1. Harshil SuvarnkarConservative Hybrid Fund · Retirement Fund The 40S Plan · Retirement Fund The 50S Plan3 schemes
  2. Kaustubh GuptaMoney Market Fund · Ultra Short to Short Term Fund · Short Term Fund3 schemes
  3. Bhupesh BametaDynamic Term Fund · CRISIL IBX SDL Jun 2032 Index Fund2 schemes
  4. Lovelish SolankiArbitrage Fund · Balanced Advantage Fund2 schemes
  5. Sunaina Da CunhaMedium Term Fund · Credit Risk Fund2 schemes
  6. Anuj JainMoney Market Fund1 scheme
  7. Harish KrishnanBalanced Advantage Fund1 scheme
  8. Krina MehtaArbitrage Fund1 scheme

Career(Jun 2005 – Jun 2011)

He has also worked as an Interest Rates Trader in Standard Chartered Bank

  1. Position not stated
    May 2007—Jun 20114y 2m

and ICICI Bank Ltd

  1. Position not stated
    Jun 2006—Apr 200711m

He started his career in the Equity Research in Irevna Ltd

  1. Position not stated
    Jun 2005—Jun 20061y 1m

Source.Aditya Birla's Statement of Additional Information, as of 31 Aug 2026.