MFIC › Fund managers › 2 Sonam Udasi
2 Sonam Udasi
Fund manager of 4 schemes tracked by MFIC at Tata Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
4
Earliest start listed
1 Apr 2016
3Y CAGR above category median
3 of 4
AUM of these schemes
₹12,624 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| Tata Retirement Savings Fund-Conservative Plan Tata Mutual Fund · Regular | Retirement | 9 Mar 2021 | 5.6 y | 6.0% | 7.2% | 5.1% | 165 |
| Tata Retirement Savings Fund-Moderate Plan Tata Mutual Fund · Regular | Retirement | 1 Apr 2016 | 10.5 y | 9.3% | 7.2% | 8.1% | 2,115 |
| Tata Retirement Savings Fund-Progressive Plan Tata Mutual Fund · Regular | Retirement | 1 Apr 2016 | 10.5 y | 9.7% | 7.2% | 8.0% | 2,104 |
| Tata Value Fund Tata Mutual Fund · Regular | Value | 1 Apr 2016 | 10.5 y | 10.5% | 10.0% | 11.4% | 8,239 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does 2 Sonam Udasi manage?
- According to the schemes' Summary Documents, 2 Sonam Udasi is a listed fund manager of 4 schemes tracked by MFIC: Tata Value Fund, Tata Retirement Savings Fund-Conservative Plan, Tata Retirement Savings Fund-Moderate Plan, Tata Retirement Savings Fund-Progressive Plan.
- Since when has 2 Sonam Udasi managed these schemes?
- The earliest start date listed is 1 Apr 2016. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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