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
- ₹ 15655.52 CrTotal Fund Size
- 19.11%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) | 2531.65 | 4.3% | 17.25% | 15% | 0.76% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 170.32 | 6.71% | 9.24% | 7.31% | 1.02% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2093.82 | 8.44% | 14.79% | 11.72% | 0.7% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2040.85 | 8.02% | 15.68% | 11.97% | 0.62% |
| Tata Value Fund - Direct (G) | 8818.88 | 11.69% | 19.11% | 16.61% | 0.81% |
