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
- ₹ 14039.77 CrTotal Fund Size
- 18.72%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) | 2261.07 | 2.91% | 17.69% | 15.56% | 0.8% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 157.87 | 4.86% | 8.87% | 7.45% | 1.03% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 1887.73 | 7.45% | 14.99% | 12.53% | 0.72% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 1824.25 | 7.9% | 16.07% | 13.01% | 0.65% |
| Tata Value Fund - Direct (G) | 7908.85 | 8.41% | 18.72% | 17.37% | 0.82% |
