Sterling Portfolio- Risk Averse Portfolio is a debt portfolio management service (PMS) strategy run by ICICI Securities Limited, launched on 28 Nov 2022. It manages ₹17.05 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.67% over 1 year and +7.24% over 3 years (+7.26% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹17.05 Cr
3-year return
+7.24%
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)
₹17.05 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
28/11/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.48%
3 Months
+2.54%
1 Year
+4.67%
3 Years
+7.24%
Since Inception
+7.26%
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- Risk Averse Portfolio
What are the returns of Sterling Portfolio- Risk Averse Portfolio?
Sterling Portfolio- Risk Averse Portfolio has a 1-year return of +4.67%, a 3-year return of +7.24% and +7.26% since inception. Past performance is not indicative of future results.
What is the AUM of Sterling Portfolio- Risk Averse Portfolio?