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Sterling Portfolio- Aggressive Portfolio

ICICI Securities Limited

321.06 CR AUM

Sterling Portfolio- Aggressive Portfolio

Sterling Portfolio- Aggressive Portfolio

ICICI Securities Limited

321.06 CR AUM

Nifty 50 TRI
Benchmark
3yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
3yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

t.k. srirang

Fund Manager
EQUITYStrategies

Mr. T.K. Srirang is the Managing Director and Chief Executive Officer of ICICI Securities Ltd. He has been with the Group since 2001. He has previously worked with ICICI Bank as Group Chief Human Resources Officer, where he headed the Human Resources function & Infrastructure Management Services Group for the Bank. He is a member of Governing Council of ICICI Foundation for Inclusive Growth. He is a member of the Governing Body of The International Institute of Information Technology, Bangalore (IIIT-B). Mr. Srirang holds an MBA degree in Personnel Management and Industrial Relations and Bachelor's degree in Industrial Engineering. Prior to ICICI Bank he worked with ICI India limited and Coca-Cola India Limited.

Mr. T.K. Srirang is the Managing Director and Chief Executive Officer of ICICI Securities Ltd. He has been with the Group since 2001. He has previously worked with ICICI Bank as Group Chief Human Resources Officer, where he headed the Human Resources function & Infrastructure Management Services Group for the Bank. He is a member of Governing Council of ICICI Foundation for Inclusive Growth. He is a member of the Governing Body of The International Institute of Information Technology, Bangalore (IIIT-B). Mr. Srirang holds an MBA degree in Personnel Management and Industrial Relations and Bachelor's degree in Industrial Engineering. Prior to ICICI Bank he worked with ICI India limited and Coca-Cola India Limited.

Purpose

Sterling Portfolio Aggressive Portfolio aims to generate long term capital appreciation through active allocation across multiple asset classes with primary emphasis on equity investments supported by tactical allocation decisions. The strategy follows a dynamic asset allocation framework which actively allocates between equity and debt while also adjusting exposure across market capitalisation segments based on valuation metrics and macro environment. Portfolio construction combines model driven guidance and human driven outlook where asset allocation model suggests overweight or underweight positioning based on probability of equity outperforming debt while a market capitalisation allocation model dynamically adjusts exposure between large cap, mid cap and small cap segments depending on valuations and market cycles. The approach emphasises selecting suitable investment products through a comprehensive selection framework including macro views, quantitative review and qualitative review supported by in house research and periodic strategy meetings. Tactical sector exposure and investment style decisions such as value, contra, growth and quality may also be incorporated based on market outlook. The aggressive profile typically maintains higher allocation to equity with indicative allocation of around sixty five percent to one hundred percent in equity while maintaining flexibility across asset classes. Sector agnostic and combination of large cap, mid cap and small cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
-11.73%
1M benchmark return
-11.30%
Alpha
-0.43%
1M Wealth multiple
0.88x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-11.73%
1M benchmark return
-11.30%
Alpha
-0.43%
1M Wealth multiple
0.88x

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