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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Sterling Aggressive Portfolio
Fund Summary
Category MULTI CAP AND FLEXI CAP
AUM (₹ cr) UNDISC.
Fixed Fee No Option
Variable Fee No Option
Hurdle Rate No Option
Profit Sharing No Option
Benchmark Nifty 50 TRI
Portfolio Age 2 years, 4 months
Trailing Returns
Portfolio Manager
Vivek Jain
Vivek Jain
Profile
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 72.43%
  • Mid Cap 11.41%
  • Small Cap 8.48%
Sector Holdings
Automobile & Ancillaries
6.88%
Bank
23.99%
Finance
6.56%
Healthcare
5.8%
IT
9.21%
Stock Holdings
Franklin India Flexi Cap Fund
8.42%
ICICI Pru Nifty 50 ETF
23.48%
Mirae Asset Flexi Cap Fund
6.08%
Nippon India Banking & Financial Services Fund
8.65%
Nippon India Large Cap Fund
6.91%
Investment Details
Min. Investment ₹5000000
SIP Option Available
STP Option Available
Exit Load Exit load is 0%
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