ICICI Securities PMS strategies
ICICI Securities runs 15 portfolio management strategies listed with APMI, managing ₹957 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Sterling Portfolio- Aggressive Portfolio | Equity | Mr Tejas Kadam | ₹323 Cr | +11.87% | +5.81 pts | — | ₹50 Lakhs | Sep 2026 |
| ACE Equity Portfolio | Equity | Mr Chaitanya Choksi | ₹216 Cr | +11.55% | +5.49 pts | — | ₹50 Lakhs | Sep 2026 |
| Sterling Portfolio- Growth Portfolio | Equity | Mr Tejas Kadam | ₹97.51 Cr | +10.51% | +4.45 pts | — | ₹50000 Rupees | Sep 2026 |
| Active Index Portfolio | Equity | Mr Tejas Kadam | ₹77.66 Cr | +8.15% | +2.09 pts | — | ₹50 Lakhs | Sep 2026 |
| Sterling Portfolio- Balanced Portfolio | Hybrid | — | ₹63.79 Cr | +13.83% | — | — | ₹50 Lakhs | — |
| I-Sec Multifactor Portfolio | Equity | Mr Tejas Kadam | ₹59.35 Cr | +7.03% | +0.97 pts | — | ₹50 Lakhs | Sep 2026 |
| ISEC Momentum Quality Dynamic Advantage Portfolio | Equity | Mr Tejas Kadam | ₹55.26 Cr | +10.38% | +4.32 pts | — | ₹50000 Rupees | Sep 2026 |
| ISEC Aggressive Portfolio | Equity | — | ₹25.85 Cr | +16.47% | — | — | ₹50000 Rupees | — |
| Sterling Portfolio- Risk Averse Portfolio | Debt | — | ₹17.05 Cr | +7.24% | — | — | ₹50 Lakhs | — |
| Sterling Portfolio- Conservative Portfolio | Debt | — | ₹11.17 Cr | +10.13% | — | — | ₹50 Lakhs | — |
| ISEC STP Portfolio | Debt | — | ₹10.08 Cr | +7.00% | — | — | ₹50 Lakhs | — |
| ISEC Balanced Portfolio | Hybrid | — | — | +8.81% | — | — | ₹50 Lakhs | — |
| ISEC Conservative Portfolio | Debt | — | — | +18.28% | — | — | ₹50 Lakhs | — |
| ISEC Multi Asset Growth Portfolio | Multi Asset | — | — | +16.23% | — | — | ₹50 Lakhs | — |
| ISEC Risk Averse Portfolio | Debt | — | — | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS