
NAV ₹76.90 as on 17 Nov 2025
RiskModerately High
Fund Size₹1,546.74Cr
| NAV | ₹76.90 as on 17 Nov 2025 |
|---|---|
| Risk | Moderately High |
| Fund Size | ₹1,546.74Cr |
Lock-in
No Lock-in
Min One Time Amount
₹1,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹100
Min Additional Amount
₹1,000
Exit Load
1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.
Age
12 years 10 months (Since Jan 01, 2013)
Return since Launch
10.62%
Expense ratio
0.93%
Type
OPEN
AUM (Fund Size)
₹1,546.74
Risk Grade
Moderately High
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
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).
58.25%
20.44%
5.06%
1.83%
1.75%
1.53%
1.50%
Your investment will be at Moderately High 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 | 9.53% | 3.29% | 2.16% | 0.85% |
| Category average | 7.06% | 2.99% | 1.77% | - |
| Rank within category | 3 | 9 | 3 | - |

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