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
- ₹ 15371.93 CrTotal Fund Size
- 14.81%Highest Return
Funds managed by Sonam Udasi
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Tata India Consumer Fund (G) | 2582.94 | 3.07% | 14.6% | 14% | 1.95% |
| Tata Retirement Savings Fund - Conservative (G) | 165.86 | 2.32% | 7.69% | 6.15% | 2.12% |
| Tata Retirement Savings Fund - Moderate (G) | 2145.42 | 0.89% | 13.26% | 10.49% | 2.01% |
| Tata Retirement Savings Fund - Progressive (G) | 2131.91 | -0.09% | 14.33% | 10.79% | 2.02% |
| Tata Value Fund - (G) | 8345.8 | -1.32% | 14.81% | 14.26% | 1.75% |
