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
- ₹ 15911.25 CrTotal Fund Size
- 14.94%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) | 2814.95 | 4.88% | 14.94% | 14.03% | 0.92% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 168.88 | 5.68% | 8.05% | 6.97% | 1.05% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2217.96 | 8.77% | 12.59% | 11.06% | 0.83% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2217.18 | 9.17% | 13.37% | 11.19% | 0.82% |
| Tata Value Fund - Direct (G) | 8492.28 | 4.39% | 12.94% | 13.88% | 1.08% |
