Sonam Udasi
Biography: Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
Qualification: B.Com, PGDM-Finance
- 5No. of Funds
- ₹ 15347.62 CrTotal Fund Size
- 13.14%Highest Return
Funds managed by Sonam Udasi
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Tata India Consumer Fund - Direct (G) | 2723.26 | -2.88% | 13.14% | 12.54% | 0.92% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 165.48 | 1% | 7.32% | 6.28% | 1.06% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2115.04 | -1% | 11.39% | 9.44% | 0.85% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2104.38 | -1.49% | 11.89% | 9.48% | 0.85% |
| Tata Value Fund - Direct (G) | 8239.46 | -6.47% | 11.8% | 11.71% | 1.07% |
