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Sterling Aggressive Portfolio
Sterling Aggressive Portfolio

Sterling Aggressive Portfolio

  • ICICI Securities Ltd
  • Multi Cap AND Flexi Cap
  • 87
    Out of 198*
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Portfolio age3 years, 9 months
1.31%
2.36%
Hurdle Rate**No Data
Fixed feeNo Data
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.83%)
Allocation by Market Cap
Small Cap (8.67%)
Mid Cap (15.52%)
Large Cap (73.98%)
Sector Holdings
  • Bank24.63%
  • Finance9.95%
  • Automobile & Ancillaries6.71%
  • IT6.07%
  • Healthcare6%
Stock Holdings
  • ICICI Pru Nifty 50 ETF27.11%
  • SBI Nifty Next 50 ETF9.18%
  • Nippon India Banking & Financial Services Fund8.35%
  • Nippon India Large Cap Fund7.86%
  • Motilal Oswal Gold and Silver ETFs Fund of Funds7.79%

PORTFOLIO MANAGERS

Mayur Agarwal
  • Manager Rank87 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM348.07
  • Highest Return In 1 Yr3.9%
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)
₹348.07 Cr
Hurdle Rate
No Data
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
143 Out of 284
Fixed Fee
No Data
Scheme Return
1.31%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
348.07
(As on Jul, 2026)
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

FEE STRUCTURE

Fixed Fee
No Data
Variable Fee
No Data
Hurdle Rate
No Data
Profit Sharing
No Data
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INVESTMENT 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.

Calculators

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PEER ANALYSIS

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Compare
Sterling Aggressive Portfolio
AUM (₹ Cr)
₹348.07 Cr
Hurdle Rate
No Data
Benchmark
Nifty 50 TRI
Category Rank
144 Out of 284
Fixed Fee
No Data
Scheme Return
1.31%
Benchmark Return
2.36%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
Dynamic
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

ICICI Securities Ltd
ICICI Securities Ltd manages assets worth Rs 3025.46 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,025.46 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
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Compare
ICICI Securities - Ace Equity Portfolio
AUM (₹ Cr)
₹246.80 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
121 Out of 284
Fixed Fee
1.75%
Scheme Return
1.63%
Benchmark Return
2.36%
Sterling Aggressive Portfolio
AUM (₹ Cr)
₹348.07 Cr
Hurdle Rate
No Data
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
143 Out of 284
Fixed Fee
No Data
Scheme Return
1.31%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Sterling Aggressive Portfolio?
The hurdle rate of Sterling Aggressive Portfolio is No Data.
What is the fixed fee charged in Sterling Aggressive Portfolio ?
The fixed fee charged in Sterling Aggressive Portfolio is No Data.
What is the variable fee charged in Sterling Aggressive Portfolio ?
The variable fee charged in Sterling Aggressive Portfolio is No Data.
What is the profit sharing in Sterling Aggressive Portfolio ?
The profit sharing in Sterling Aggressive Portfolio is No Data.
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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