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Sterling Aggressive Portfolio
Sterling Aggressive Portfolio

Sterling Aggressive Portfolio

  • ICICI Securities Ltd
  • Multi Cap AND Flexi Cap
  • 32
    Out of 235*
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Portfolio age3 years
3.84%
4.62%
Hurdle Rate**0.00%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.23%)
Allocation by Market Cap
Small Cap (6.98%)
Mid Cap (10.98%)
Large Cap (79.81%)
Sector Holdings
  • Bank25.71%
  • Automobile & Ancillaries7.75%
  • IT7.7%
  • Finance7.53%
  • Healthcare5.85%
Stock Holdings
  • ICICI Pru Nifty 50 ETF30.05%
  • Nippon India Banking & Financial Services Fund8.64%
  • Franklin India Flexi Cap Fund8.32%
  • Nippon India Large Cap Fund7.82%
  • Motilal Oswal Gold and Silver ETFs Fund of Funds7%

bt_logoPORTFOLIO MANAGERS

Mayur Agarwal
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr8.03%
Profile

Over 13 years experience with 11+ Years in private wealth management. BCA from BIT Mesra and MBA (Finance) from IBS Hyderabad. Holds FRM Charter ( GARP). CFA (US) level 3 candidate.

Other Schemes
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Sterling Aggressive Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
113 Out of 251
Fixed Fee
No Option
Scheme Return
3.84%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Nov 11, 2022
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The investment objective of the scheme is to generate long term capital appreciation from a portfolio of different asset classes.

Investment Approach

A portfolio constructed with Strategic and tactical aseet allocation framework which also incorporates factor investing into it.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Sterling Aggressive Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
114 Out of 251
Fixed Fee
No Option
Scheme Return
3.84%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

ICICI Securities Ltd
ICICI Securities Ltd manages assets worth Rs 3052.53 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,052.53 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
ICICI Securities - Ace Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
92 Out of 251
Fixed Fee
1.75%
Scheme Return
4.18%
Benchmark Return
4.62%
Sterling Aggressive Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
113 Out of 251
Fixed Fee
No Option
Scheme Return
3.84%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Sterling Aggressive Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Sterling Aggressive Portfolio ?
The fixed fee charged in Sterling Aggressive Portfolio is No Option.
What is the variable fee charged in Sterling Aggressive Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Sterling Aggressive Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in Sterling Aggressive Portfolio ?
The minimum investment in Sterling Aggressive Portfolio is ₹50 Lacs
What type of scheme is Sterling Aggressive Portfolio?
Sterling Aggressive Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Sterling Aggressive Portfolio?
The inception date of Sterling Aggressive Portfolio is Nov 11, 2022.
What is the exit load of Sterling Aggressive Portfolio?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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