Strategy performance
Sterling Portfolio- Aggressive Portfolio
Icici Securities Limited · AUM ₹346 Cr · as of Aug 2026
Our read
₹100 grew to ₹170.4 since inception (+14.9% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −13.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+14.7%
+5.2% vs benchmark
Since inception
+14.9%
Max drawdown
−13.9%
Volatility
+12.6%
Peer position
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Performance
Sterling Portfolio- Aggressive Portfolio₹170.4Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.0% | −0.4% | −11.7% | +8.8% | +0.1% | +0.6% | +1.3% | +1.1% | −1.3% | ||||
| 2025 | −2.5% | −6.0% | +6.0% | +3.5% | +3.0% | +3.1% | −1.9% | −1.1% | +1.7% | +3.8% | +1.6% | +0.3% | +11.5% |
| 2024 | +2.5% | +2.3% | +1.5% | +4.8% | +1.9% | +5.8% | +3.4% | +1.1% | +2.5% | −4.8% | +0.1% | −1.4% | +21.1% |
| 2023 | −1.9% | −1.9% | +0.6% | +3.9% | +4.5% | +4.0% | +4.7% | +0.3% | +1.5% | −2.4% | +7.3% | +6.7% | +30.0% |
| 2022 | 0.0% | −1.6% | −1.6% |
Metrics
Tearsheet- 1M return
- +1.1%
- 3M return
- +3.1%
- 6M return
- −1.0%
- 1Y return
- +6.2%
- 2Y CAGR
- +3.0%
- 3Y CAGR
- +14.7%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +14.9%
- Total return
- +70.4%
- Average month
- +1.2%
- Median month
- +1.4%
- Average up month
- +2.9%
- Best month
- +8.8%
- Best rolling 12M
- +44.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Sterling Portfolio- Aggressive Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Sterling Portfolio- Aggressive Portfolio performed?
- Sterling Portfolio- Aggressive Portfolio (Icici Securities Limited) shows CAGR 14.91% and max drawdown -13.89% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Sterling Portfolio- Aggressive Portfolio CAGR / max drawdown?
- CAGR is 14.91%; max drawdown is -13.89%. We only publish CAGR when there are enough months (≥12 on this track of 46 months). Learn more
- Where do Sterling Portfolio- Aggressive Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Sterling Portfolio- Aggressive Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more