SBI Sunrise Gold is a multi asset portfolio management service (PMS) strategy run by SBI Funds Management Limited, launched on 20 Sep 2010. It manages ₹2.1 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.15% over 1 year, +12.91% over 3 years and +11.94% over 5 years (+10.60% since inception). The minimum investment is ₹5 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹2.1 Cr
3-year return
+12.91%
Minimum investment
₹5 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹2.1 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
20/09/2010
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.92%
3 Months
-2.86%
1 Year
+6.15%
3 Years
+12.91%
5 Years
+11.94%
Since Inception
+10.60%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
SBI Sunrise Gold has a 1-year return of +6.15%, a 3-year return of +12.91%, a 5-year return of +11.94% and +10.60% since inception. Past performance is not indicative of future results.
What is the AUM of SBI Sunrise Gold?
SBI Sunrise Gold manages ₹2.1 Cr of client assets.
What is the minimum investment for SBI Sunrise Gold?
The minimum investment for SBI Sunrise Gold is ₹5 Lakhs.
When was SBI Sunrise Gold launched?
SBI Sunrise Gold was launched on 20 Sep 2010. It has a 15-year track record.