Sterling Portfolio- Balanced Portfolio
Sterling Portfolio- Balanced Portfolio is a Hybrid Portfolio Management Service launched by ICICI Securities Limited on November 2022. Managed by T.K. Srirang, the fund holds ₹63 Cr in AUM and benchmarks against Crisil Hybrid 50+50 Moderate Index. Minimum investment is ₹5000000 lakh. Trailing returns: 3.35% (1Y), 12.39% CAGR (3Y), 12% since inception. Performance data as of July 2026.
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Sterling Portfolio- Balanced Portfolio
ICICI Securities Limited
63.43 CR AUM
Sterling Portfolio- Balanced Portfolio
ICICI Securities Limited
63.43 CR AUM
Crisil Hybrid 50+50 Moderate Index
Benchmark
3yr 7mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Crisil Hybrid 50+50 Moderate Index
Benchmark
3yr 7mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
t.k. srirang
Fund Manager
HYBRIDStrategies
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.
tejas kadam
Fund Manager
HYBRIDStrategies
1OF2
What is this fund's investment objective?
The Investment objective of the scheme is to generate long term capital appreciation from a portfolio of different asset classes.
How has Sterling Portfolio- Balanced Portfolio performed?
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1M IA return
0.90%
1M benchmark return
1.87%
Alpha
-0.97%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
0.90%
1M benchmark return
1.87%
Alpha
-0.97%
1M Wealth multiple
1.01x
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