Sterling Portfolio- Balanced Portfolio is a hybrid portfolio management service (PMS) strategy run by ICICI Securities Limited, launched on 28 Nov 2022. It manages ₹63.79 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.84% over 1 year and +13.83% over 3 years (+12.28% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹63.79 Cr
3-year return
+13.83%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹63.79 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
28/11/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.37%
3 Months
-0.17%
1 Year
+5.84%
3 Years
+13.83%
Since Inception
+12.28%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Sterling Portfolio- Balanced Portfolio
What are the returns of Sterling Portfolio- Balanced Portfolio?
Sterling Portfolio- Balanced Portfolio has a 1-year return of +5.84%, a 3-year return of +13.83% and +12.28% since inception. Past performance is not indicative of future results.
What is the AUM of Sterling Portfolio- Balanced Portfolio?
Sterling Portfolio- Balanced Portfolio manages ₹63.79 Cr of client assets.
What is the minimum investment for Sterling Portfolio- Balanced Portfolio?
The minimum investment for Sterling Portfolio- Balanced Portfolio is ₹50 Lakhs.
When was Sterling Portfolio- Balanced Portfolio launched?
Sterling Portfolio- Balanced Portfolio was launched on 28 Nov 2022. It has a 3-year track record.