Since 1y 4mShort track · Mar 2023Dormant
Strategy performance
Customised Gold Option A
SBI FUNDS MANAGEMENT LIMITED · AUM Not reported · as of Mar 2023
Our read
₹100 grew to ₹108.2 since inception (+6.1% CAGR), with a max drawdown of −4.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+6.1%
Max drawdown
−4.2%
Volatility
+7.2%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Customised Gold Option A₹108.2Mar 23
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | −0.5% | −1.2% | +1.6% | −0.1% | |||||||||
| 2022 | +0.0% | −0.5% | +2.4% | 0.0% | −1.8% | −2.4% | +4.7% | +1.9% | −2.1% | +2.9% | +3.0% | −1.0% | +7.1% |
| 2021 | +1.2% | +1.2% |
Metrics
Tearsheet- 1M return
- +1.6%
- 3M return
- −0.1%
- 6M return
- +4.8%
- 1Y return
- +4.9%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +6.1%
- Total return
- +8.2%
- Average month
- +0.5%
- Median month
- 0.0%
- Average up month
- +2.2%
- Best month
- +4.7%
- Best rolling 12M
- +9.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Mar 2023. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Gold Option A performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Gold Option A performed?
- Customised Gold Option A (SBI FUNDS MANAGEMENT LIMITED) shows CAGR 6.10% and max drawdown -4.16% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Customised Gold Option A CAGR / max drawdown?
- CAGR is 6.10%; max drawdown is -4.16%. We only publish CAGR when there are enough months (≥12 on this track of 16 months). Learn more
- Where do Customised Gold Option A returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Customised Gold Option A?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more