Mutual Funds Managed by Sonam Udasi
Updated June 2026 · 7 active funds · data from AMFI NAVs
Sonam Udasi manages or co-manages 7 mutual fund schemes tracked on FindMF, across Tata. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Tata India Consumer Fund Tata | +0.33% | +14.98% | +14.66% | 0.61 | -20.7% | 0.76% | ₹2.5K Cr |
| 2 | Tata Value Fund Tata | -5.40% | +14.70% | +14.38% | 0.66 | -20.9% | 0.81% | ₹8.4K Cr |
| 3 | Tata Retirement Savings Fund - Progressive Tata | -2.72% | +14.61% | +11.65% | 0.48 | -19.7% | 0.66% | ₹2.0K Cr |
| 4 | Tata Retirement Savings Fund - Moderate Tata | -1.35% | +13.56% | +11.33% | 0.50 | -16.1% | 0.70% | ₹2.1K Cr |
| 5 | Tata Retirement Savings Fund - Conservative Tata | +1.76% | +8.36% | +6.98% | 0.08 | -6.1% | 1.00% | ₹168 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.