Sterling Portfolio- Conservative Portfolio is a debt portfolio management service (PMS) strategy run by ICICI Securities Limited, launched on 1 Feb 2023. It manages ₹11.17 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +5.66% over 1 year and +10.13% over 3 years (+10.00% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹11.17 Cr
3-year return
+10.13%
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)
₹11.17 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
01/02/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.47%
3 Months
+1.49%
1 Year
+5.66%
3 Years
+10.13%
Since Inception
+10.00%
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- Conservative Portfolio
What are the returns of Sterling Portfolio- Conservative Portfolio?
Sterling Portfolio- Conservative Portfolio has a 1-year return of +5.66%, a 3-year return of +10.13% and +10.00% since inception. Past performance is not indicative of future results.
What is the AUM of Sterling Portfolio- Conservative Portfolio?
Sterling Portfolio- Conservative Portfolio manages ₹11.17 Cr of client assets.
What is the minimum investment for Sterling Portfolio- Conservative Portfolio?
The minimum investment for Sterling Portfolio- Conservative Portfolio is ₹50 Lakhs.
When was Sterling Portfolio- Conservative Portfolio launched?
Sterling Portfolio- Conservative Portfolio was launched on 1 Feb 2023. It has a 3-year track record.