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
- ₹ 15399.46 CrTotal Fund Size
- 21.32%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) | 2530.67 | 2.77% | 19.35% | 21.12% | 0.69% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 173.68 | 4.94% | 9.73% | 8.47% | 0.98% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2117.44 | 3.29% | 16.16% | 15.69% | 0.59% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2047.7 | 1.14% | 17.03% | 16.57% | 0.53% |
| Tata Value Fund - Direct (G) | 8529.97 | 1.42% | 20.66% | 21.32% | 0.81% |
