
NAV ₹747.73 as on 17 Nov 2025
RiskModerate
Fund Size₹14,919.95Cr
| NAV | ₹747.73 as on 17 Nov 2025 |
|---|---|
| Risk | Moderate |
| Fund Size | ₹14,919.95Cr |
Lock-in
No Lock-in
Min One Time Amount
₹100
Min Withdrawal Amount
₹-
Min SIP Amount
₹100
Min Additional Amount
₹100
Exit Load
Nil
Age
12 years 10 months (Since Jan 01, 2013)
Return since Launch
8.00%
Expense ratio
0.43%
Type
OPEN
AUM (Fund Size)
₹14,919.95
Risk Grade
Moderate
Benchmark
NIFTY Low Duration Debt Index A-I
Name:
Mohit Sharma
Experience:
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).
88.32%
10.18%
1.51%
REC Ltd
8.75%Small Industries Development Bank of India Ltd
6.23%Canara Bank
4.60%Bharti Telecom Ltd
4.49%Axis Bank Ltd
4.45%Kotak Mahindra Bank Ltd
3.29%Your investment will be at Moderate Risk
| Rank (total assets) | #6 in India |
|---|---|
| Total AUM | ₹4,28,065.94Cr |
| Date of Incorporation | 05 Sep 1994 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 8.14% | 2.55% | 1.28% | 0.64% |
| Category average | 7.59% | 2.41% | 1.19% | - |
| Rank within category | 2 | 5 | 5 | - |

Get started with us today and
start building your wealth journey
*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey
*By clicking, I agree to the T&C and Whatsapp updates.

Congratulations,
Your Digital savings bank account opening journey is complete.
