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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
168.04
Tata Retirement Savings Fund - Moderate (G)
Solution Oriented: Retirement
1916.73
Tata Nifty 50 Index Fund - Regular
Other: Index
581.9
Tata Retirement Savings Fund - Progressive (G)
Solution Oriented: Retirement
1718.48
Tata S&P BSE Sensex Index Fund - Regular
Other: Index
298.89
Tata Equity P/E Fund - (G)
Equity: Value
6996.04
Tata India Consumer Fund (G)
Equity: Sectoral : Thematic
1861.03
Tata India Consumer Fund (IDCW)
Equity: Sectoral : Thematic
1861.03
Tata India Consumer Fund (IDCW) RI
Equity: Sectoral : Thematic
1861.03
Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)
Equity: Value
6996.04
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd6.76%
ITC Ltd5.21%
ICICI Bank Ltd3.47%
Radico Khaitan Ltd3.22%
Hero MotoCorp Ltd2.96%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Retirement Savings Fund - Conservative (G)
0.86%
4.06%
6.39%
12.41%
6.34%
7.85%
8.84%
Tata Retirement Savings Fund - Moderate (G)
0.38%
7.62%
13.38%
25.52%
12.97%
13.15%
14.72%
Tata Nifty 50 Index Fund - Regular
0.49%
8.89%
9.58%
19.98%
14.94%
15.12%
15.81%
Tata Retirement Savings Fund - Progressive (G)
0.75%
9.41%
16.35%
29.64%
14.04%
14.39%
14.85%
Tata S&P BSE Sensex Index Fund - Regular
-0.04%
7.67%
7.59%
18.62%
13.75%
14.75%
15.61%
Tata Equity P/E Fund - (G)
1.45%
14.18%
19.6%
37.46%
21.29%
17.37%
18.74%
Tata India Consumer Fund (G)
2.49%
10.65%
17.74%
38.31%
19.67%
16.25%
17.47%
Tata India Consumer Fund (IDCW)
2.49%
10.65%
17.74%
38.3%
19.78%
16.31%
17.5%
Tata India Consumer Fund (IDCW) RI
2.49%
10.65%
17.74%
38.3%
19.78%
16.31%
16.29%
Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%)
1.45%
14.18%
19.6%
37.45%
20.24%
16.76%
15.01%
Fund Performance