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
- ₹ 16178.39 CrTotal Fund Size
- 20.9%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) | 2671.26 | 4.51% | 20.07% | 16.95% | 0.69% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 172.98 | 6.35% | 9.58% | 7.5% | 0.98% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2165.77 | 6.77% | 16.1% | 12.87% | 0.6% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2107.8 | 4.83% | 17.13% | 13.4% | 0.53% |
| Tata Value Fund - Direct (G) | 9060.58 | 11.51% | 20.9% | 18.19% | 0.81% |
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