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
- ₹ 15553.66 CrTotal Fund Size
- 15.59%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) | 2703.34 | 5.15% | 15.59% | 15.45% | 0.97% |
| Tata Retirement Savings Fund - Conservat-Dir (G) | 168.03 | 3.99% | 8.55% | 7.47% | 1.06% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | 2176.79 | 4.67% | 13.88% | 12.29% | 0.89% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | 2163.79 | 4.51% | 14.95% | 12.75% | 0.88% |
| Tata Value Fund - Direct (G) | 8341.71 | -0.74% | 14% | 15.46% | 1.15% |
