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
- ₹ 15546.56 CrTotal Fund Size
- 17.24%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) | 2590.64 | 3.43% | 17.24% | 16.79% | 0.78% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 164.26 | 3.3% | 8.74% | 7.5% | 1.02% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2113.71 | 4.24% | 15.05% | 13.06% | 0.71% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2086.41 | 3.86% | 16.28% | 13.63% | 0.68% |
| Tata Value Fund - Direct (G) | 8591.54 | 2.41% | 16.91% | 16.77% | 1.1% |
