Know Your PMS · Monthly tearsheet
SBI Sunrise Silver
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_202665 months filedBM: BenchmarkBM: NIFTYMULTIASSETBM: NSE Multi Assets Index
CAGR
9.24%
Total return
61.38%
Max drawdown
-6.58%
Sharpe
1.62
Sortino
1.42
Calmar
1.40
Win months
73.85%
Best / worst month
3.6% / -6.6%
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 | 1.64% | 0.24% | -6.58% | 3.59% | 0.53% | -0.15% | 1.19% | 1.07% | – | – | – | – | 1.22% |
2025 | 0.22% | -2.08% | 2.34% | 2.38% | 1.43% | 0.87% | -0.52% | 2.54% | 1.86% | 2.15% | 1.29% | 0.50% | 13.66% |
2024 | 0.45% | 0.94% | 0.43% | 2.02% | 1.12% | 3.08% | 2.00% | 0.90% | 1.96% | -2.05% | 0.15% | -0.66% | 10.73% |
2023 | -0.08% | -0.41% | 0.08% | 1.83% | 1.83% | 1.45% | 1.76% | 0.15% | 0.66% | -0.46% | 3.23% | 3.03% | 13.78% |
2022 | -0.56% | -1.19% | 0.46% | -0.85% | -1.06% | -1.27% | 3.56% | 1.67% | -0.94% | 1.90% | 1.50% | -0.76% | 2.35% |
2021 | – | 1.09% | 0.38% | 0.66% | 2.66% | 0.69% | – | 2.25% | 0.58% | 0.86% | -0.68% | – | 8.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 6.58% | 6 mo · open |
| Nov_2021 | Jun_2022 | Oct_2022 | 5.05% | 10 mo |
| Oct_2024 | Feb_2025 | Apr_2025 | 4.37% | 6 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 1.25% | 4 mo |
| Jul_2025 | Jul_2025 | Aug_2025 | 0.52% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
5.54%
Downside deviation
6.51%