Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Sonam Udasi

Senior Fund Manager at Tata. Runs 5 schemes worth ₹15,348 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹15,348 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    5 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.

  • Experience

    28 years28

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Senior Fund Manager
Studied
B. Com, PGDM- Finance
Age
53 years
Experience
28

Schemes now5

  1. Tata Value Fund₹8,239 Cr
  2. Tata India Consumer Fund₹2,723 Cr
  3. Tata Retirement Savings Fund Moderate Plan₹2,115 Cr
  4. Tata Retirement Savings Fund Progressive Plan₹2,104 Cr
  5. Tata Retirement Savings Fund Conservative Plan₹165 Cr

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202615,348−5.5%
Aug 202616,234+2.0%
Jul 202615,911+2.3%
Jun 202615,554+1.2%
May 202615,373−1.1%
Apr 202615,547+10.7%
Mar 202614,044−9.5%
Feb 202615,516−0.9%
Jan 202615,656−3.2%
Dec 202516,178−0.2%
Nov 202516,212+1.2%
Oct 202516,014+4.0%
AUM at month end, Sept 2026
₹15,348 Cr
−4.2% since Oct 2025
Fig. 1.The AUM of the schemes Sonam Udasi ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Apr 2016 – now)

  1. Value Fund
  2. India Consumer Fund
  3. Retirement Savings Fund Moderate Plan
  4. Retirement Savings Fund Progressive Plan
  5. Retirement Savings Fund Conservative Plan
Tata20172019202120232025
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Apr 2016 – now)

Tata

5 now · since Apr 2016
  1. Tata Value Fund
    Fund managerApr 2016—10y 7m₹8,239 CrValueTER 1.07%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(5 schemes)

Growth · Direct plans

Return as manager
+14.60%
Beat peers
4 of 5
vs peers
+1.85 pt
Longest run
10.5 years
Beat benchmark
Upcoming
Each scheme Sonam Udasi ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata India Consumer Fund
Apr '16–now · 10.5y
+17.74%+14.91%+2.82 pt––
Tata Value Fund
Apr '16–now · 10.5y
+15.60%+14.18%+1.42 pt––
Tata Retirement Savings Fund Progressive Plan
Apr '16–now · 10.5y
+14.60%+11.62%+2.98 pt––
Tata Retirement Savings Fund Moderate Plan
Apr '16–now · 10.5y
+13.47%+11.62%+1.85 pt––
Tata Retirement Savings Fund Conservative Plan
Mar '21–now · 5.6y
+7.05%+9.41%−2.35 pt––
Fig. 1.Each scheme Sonam Udasi ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(3 now)

  1. Murthy NagarajanRetirement Savings Fund Moderate Plan · Retirement Savings Fund Progressive Plan · Retirement Savings Fund Conservative Plan3 schemes
  2. Amit SomaniRetirement Savings Fund Moderate Plan · Retirement Savings Fund Conservative Plan2 schemes
  3. Aditya BagulIndia Consumer Fund1 scheme

Career(Jun 2005 – Apr 2010)

with IDBI Capital Market Services Ltd as Head Research Reporting to Executive Vice President

  1. Position not stated
    Nov 2008—Apr 20101y 6m

with BRICS Securities as Head – Consumer Vertical, Reporting to Head Equities

  1. Position not stated
    Aug 2007—Oct 20081y 3m

with Prime Securities as Head Research Reporting to President

  1. Position not stated
    Feb 2006—Jun 20071y 5m

with JM Financial AMC as Senior Analyst Reporting to Chief Investment Officer

  1. Position not stated
    Jun 2005—Jan 20068m

Source.Tata's Statement of Additional Information, as of 30 Jun 2026.