back button

Tata Mutual Fund - Fund Manager

Sonam Udasi

Sonam Udasi

Qualification: B.Com, PGDM-Finance. Experience: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).

Fund Name
Classification
Fund AUM (Cr.)
Tata Retirement Savings Fund - Conservative (G)
Solution Oriented: Retirement
174.93
Tata Retirement Savings Fund - Moderate (G)
Solution Oriented: Retirement
2183.4
Tata Retirement Savings Fund - Progressive (G)
Solution Oriented: Retirement
2099.53
Tata Equity P/E Fund - (G)
Equity: Value
8864.64
Tata India Consumer Fund (G)
Equity: Sectoral : Thematic
2247.42
Tata India Consumer Fund (IDCW)
Equity: Sectoral : Thematic
2247.42
Tata India Consumer Fund (IDCW) RI
Equity: Sectoral : Thematic
2247.42
Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)
Equity: Value
8864.64
Tata Equity P/E Fund-(IDCW-Trigger-Opt B-10%)
Equity: Value
8864.64
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd5.36%
ITC Ltd4.45%
Bharat Petroleum Corporation Ltd2.81%
Radico Khaitan Ltd2.81%
CASH / NET CURRENT ASSET2.71%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Retirement Savings Fund - Conservative (G)
1.83%
4.67%
8.34%
13.55%
7.14%
9.05%
9.13%
Tata Retirement Savings Fund - Moderate (G)
4.52%
10.99%
18.87%
28.6%
13.84%
17.74%
15.57%
Tata Retirement Savings Fund - Progressive (G)
5.24%
12.17%
21.43%
34.09%
14.8%
19.23%
15.9%
Tata Equity P/E Fund - (G)
6.47%
14.2%
22.56%
51.56%
24.88%
24.36%
19.66%
Tata India Consumer Fund (G)
7.33%
16.67%
27.3%
41.76%
20.93%
23.59%
19.26%
Tata India Consumer Fund (IDCW)
7.33%
16.67%
27.3%
41.75%
20.93%
23.66%
19.3%
Tata India Consumer Fund (IDCW) RI
7.33%
16.67%
27.3%
41.75%
20.93%
23.66%
18.16%
Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)
6.47%
14.34%
22.71%
51.75%
24.39%
23.74%
16.38%
Tata Equity P/E Fund-(IDCW-Trigger-Opt B-10%)
6.47%
14.2%
22.56%
47.82%
22.75%
22.43%
19.23%
Fund Performance
Sector Weights

-

Aum Movement
Fund Manager History