Sterling Portfolio

Introduction

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The ICICI Securities Sterling PMS is a client centric offering; Fund of Funds strategy which invests across asset classes through Direct Mutual Funds and ETFs aiming to generate better risk adjusted returns for your investors with a disciplined investment approach.

The strategy is offered for 5 different risk profiles, making it a suitable solution for all kinds of investors. The strategy aims to generate returns using 3 pillars –

  • Asset Allocation viz Equity vs Debt vs Gold vs Global Equity
  • Market Cap Allocation viz Large vs Mid vs Small cap
  • Fund manager selection viz choice of AMC, Active vs Passive, Multi-cap fund vs Flexi-cap fund etc.

ICICI Securities Sterling PMS Provides

  • Complete transparency and no conflict of interest.
  • Investment in active and passive strategies.
  • Alpha generation through disciplined approach.
  • Active asset allocation in Equity & debt.
  • Investments in direct plan.
  • Dynamic allocation between Mid, Small and Large cap segment.

The strategy is available in 5 different risk profiles