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comparison

bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Sterling Aggressive Portfolio
Fund Summary
CategoryMulti Cap AND Flexi Cap
AUM (₹ cr)UNDISC.
Fixed FeeNo Option
Variable FeeNo Option
Hurdle RateNo Option
Profit SharingNo Option
BenchmarkNifty 50 TRI
Portfolio Age3 years, 2 months
Trailing Returns
Portfolio Manager
Vivek Jain
Vivek Jain
Profile
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 78.38%
  • Mid Cap 11.64%
  • Small Cap 6.87%
Sector Holdings
Automobile & Ancillaries
7.48%
Bank
25.45%
Finance
7.84%
Healthcare
5.83%
IT
7.93%
Stock Holdings
Franklin India Flexi Cap Fund
7.76%
ICICI Pru Nifty 50 ETF
27.04%
Motilal Oswal Gold and Silver ETFs Fund of Funds
7.97%
Nippon India Banking & Financial Services Fund
8.32%
Nippon India Large Cap Fund
7.43%
Investment Details
Min. Investment5000000
SIP OptionAvailable
STP OptionAvailable
Exit Load Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.