NAV ₹76.62 as on 11 Dec 2025
RiskModerately High
Fund Size₹1,549.13Cr
| NAV | ₹76.62 as on 11 Dec 2025 |
|---|---|
| Risk | Moderately High |
| Fund Size | ₹1,549.13Cr |
for all your banking, trading and demat needs
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 11 months (Since Jan 01, 2013)
Return since Launch
10.54%
Expense ratio
0.93%
Type
OPEN
AUM (Fund Size)
₹1,549.13
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).
56.80%
21.71%
5.24%
1.96%
1.73%
1.43%
1.31%
Bharti Telecom Ltd
3.30%Small Industries Development Bank of India Ltd
3.26%JTPM Metal Traders Pvt Ltd
2.86%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 | 7.12% | 3.16% | 2.02% | 0.84% |
| Category average | 4.88% | 2.88% | 1.68% | - |
| Rank within category | 5 | 11 | 3 | - |
Get started with us today and
start building your wealth journey
*By clicking, I agree to the T&C and Whatsapp updates.
Registration Details
Torus Digital Private Limited
CIN:- U72900MH2021PTC359702
Torus Financial Markets Private Limited
SEBI Registration No’s:- StockBroker-INZ000299936 |
CDSL DP IN-DP-664-2022 | Research Analyst –
INH000008695
AMFI ARN (Corporate):- 241161 | BSE MFD :- 56221
BSE Member ID (Cash & Derivative):- 6761 |
NSE Member ID (Cash & Derivative):- 90245, CMID:M70022
CIN:- U65990MH2021PTC356714
Registered & Correspondence Address
Torus Digital Private Limited/
Torus Financial Markets Private Limited
2nd floor, ICC Chambers-II, Saki Vihar Road,
Near MTNL office, Powai, Mumbai - 400072
Contact Number
+91 - 75587 75587
©2025 Torus Digital | All rights reserved.
Disclaimer | Sitemap
Get started with us today and
start building your wealth journey
*By clicking, I agree to the T&C and Whatsapp updates.
Thank you for choosing torus digital’s 3-in-1 Account! 
Congratulations,
Your Digital savings bank account opening journey is complete.
