
Solution Oriented
|Retirement Fund
NAV ₹16.28 as on 17 Nov 2025
RiskModerately High
Fund Size₹26.72Cr
| NAV | ₹16.28 as on 17 Nov 2025 |
|---|---|
| Risk | Moderately High |
| Fund Size | ₹26.72Cr |
Lock-in
5 Years
Min One Time Amount
₹1,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹1,000
Exit Load
Nil
Age
6 years 8 months (Since Mar 11, 2019)
Return since Launch
7.55%
Expense ratio
0.61%
Type
OPEN
AUM (Fund Size)
₹26.72
Risk Grade
Moderately High
Benchmark
CRISIL Short Term Debt Hybrid 75+25 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).
56.70%
17.78%
7.52%
2.81%
2.46%
1.30%
1.15%
Clearing Corporation of India Ltd
7.86%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 | 8.46% | 3.17% | 1.39% | 1.22% |
| Category average | 7.78% | 4.25% | 2.47% | - |
| Rank within category | 8 | 17 | 15 | - |

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