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
- ₹ 15515.78 CrTotal Fund Size
- 17.51%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) | 2490.73 | -4.35% | 15.1% | 13.64% | 0.76% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 168.49 | 2.75% | 8.53% | 6.78% | 1.02% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2068.92 | -1.03% | 13.33% | 10.48% | 0.7% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2013.58 | -2.42% | 14.09% | 10.6% | 0.63% |
| Tata Value Fund - Direct (G) | 8774.06 | 0.04% | 17.51% | 15.08% | 0.81% |
