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ICICI Securities Sterling Aggressive Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The ICICI Securities Sterling Aggressive Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.350.85 Cr.

Over the last 1 year, it delivered a strong return of 3.08%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

ICICI Securities Sterling Aggressive Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Sterling Aggressive Portfolio

Start Date

11 November 2022

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.350.85 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Mayur Agarwal

1 Yr. Return

3.08%

3 Yr. Return

16.95%

5 Yr. Return

NA

ICICI Securities Sterling Aggressive Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

59.83%

Top 5 Sectors%

52.68%

Portfolio Age

3 Yrs, 7 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

ICICI Securities Sterling Aggressive Portfolio PMS Strategy - Cost or Charges

Fixed Fees

1.75% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

ICICI Securities Sterling Aggressive Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

73.82%

Mid Cap

15.46%

Small Cap

8.99%

Cash & Equivalent

1.73%

Check out Business Opportunities with Similar Brands

ICICI Securities Sterling Aggressive Portfolio Strategy - Top 5 Sectors

Banks

26.66%

Healthcare

5.85%

Auto & Auto Ancillary

7.01%

IT Services

8.55%

Finance

7.35%

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