Know Your PMS · Monthly tearsheet
SBI Sunrise Gold
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_202666 months filedBM: BenchmarkBM: NIFTYMULTIASSETBM: NSE Multi Assets Index
CAGR
11.74%
Total return
84.13%
Max drawdown
-10.14%
Sharpe
1.23
Sortino
1.20
Calmar
1.16
Win months
68.18%
Best / worst month
6.2% / -9.5%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.22% | -0.66% | -9.54% | 5.92% | -0.28% | 0.28% | 1.85% | 0.58% | – | – | – | – | -2.28% |
2025 | -0.45% | -4.19% | 3.33% | 2.98% | 1.80% | 1.89% | -1.53% | 1.91% | 1.66% | 3.28% | 1.61% | 0.20% | 12.93% |
2024 | 0.60% | 1.14% | 1.22% | 2.43% | 0.90% | 4.93% | 3.10% | 1.05% | 2.28% | -4.34% | 0.02% | -1.47% | 12.20% |
2023 | -0.97% | -0.99% | -0.81% | 2.88% | 2.88% | 2.63% | 2.78% | -0.61% | 1.40% | -1.58% | 5.03% | 5.48% | 19.32% |
2022 | -0.21% | -2.47% | 0.75% | -1.13% | -1.92% | -2.73% | 6.15% | 4.97% | -2.02% | 3.47% | 2.60% | -1.79% | 5.28% |
2021 | – | 3.95% | 0.09% | 0.40% | 5.05% | 0.96% | – | 4.22% | 1.94% | 1.00% | -1.95% | 1.57% | 18.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 10.14% | 7 mo · open |
| Oct_2024 | Feb_2025 | Sep_2025 | 10.08% | 11 mo |
| Nov_2021 | Jun_2022 | Aug_2022 | 7.89% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 4.49% | 5 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
9.34%
Downside deviation
9.79%