ICICI SECURITIES-Sterling Portfolio - Aggressive Portfolio

EQUITY FLEXI CAP

Aims to generate long term capital appreciation from a portfolio of different asset classes.

+14.41%

3Y annualised returns

+8.57%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

11 Nov '22

Total AUM

₹278.24Cr

Min. investment

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.4%

Cash0.5%

Equity market cap split

Large Cap73.1%

Mid Cap10.2%

Small Cap6.2%

Min. investment & fees structure

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

MA
Mayur Agarwal
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About

Over 13 years experience with 11+ years in private management. BCA from BIT Mesra and MBA (Finance) from IBS Hyderabad. Holds FRM Charter (GARP). CFA (US) lvel 3 candidate

Experience

Over 13 years of professional experience, including more than 11 years in private management.

Investment philosophy

Specializes in private management with a background in finance and risk management.

Awards

Holds the Financial Risk Manager (FRM) charter and is a CFA (US) Level 3 candidate.

VJ
Vivek Jain
Fund Manager, Multi-Asset Portfolio Management Services
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About

Vivek possesses 17 years of experience and currently leads the multi-asset portfolio management services at ICICI securities. With a strong commitment to helping clients achieve better investment outcome, Vivek provides investment counsel by leveraging his extensive background in research, analysis, and advisory services. His unique perspective as an allocator allows him to craft informed investment policies and serves as a Fund Manager for discretionary and tailor-made multi-manager investment solutions. Prior to joining ICICI Securities Private Wealth Division, Vivek gained valuable experience at renowned financial institutions including Franklin Templeton, CLSA, and Bank of America. He is a CFA and MS (Finance) from ICFAI, further solidifying his expertise in the field of finance and investment management.

Experience

Over 17 years of experience in the financial services industry.

Investment philosophy

Specializes in research, analysis, and advisory for multi-manager investment solutions.

Previously worked at