Affluense AI AFFLUENSE

Sterling Aggressive Portfolio

ICICI Securities Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
11 November 2022
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment portfolio is structured utilizing a framework of strategic and tactical asset allocation, complemented by the integration of factor investing principles.

Investment Objective

The fund aims to achieve sustained long-term capital growth through diversified investment across various asset categories.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.33% -0.28% 0.61%
3 MONTHS 5.88% 6.33% -0.45%
6 MONTHS 4.45% 2.92% 1.53%
1 YEAR 11.52% 11.88% -0.36%
2 YEAR 16.18% 10.97% 5.21%
3 YEAR 20.61% 14.32% 6.29%
SINCE INCEPTION 19.43% 13.79% 5.64%

Calendar Year Performance

Year Return
CY 2025 11.52%
CY 2024 21.06%

Financial Year Performance

Year Return
FY 26_YTD 14.44%
FY 25 10.46%
FY 24 43.02%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mayur Agarwal

Fund Manager

With over 13 years of professional experience, including more than 11 years dedicated to private wealth management, the individual brings a robust background. Academic qualifications include a Bachelor of Computer Applications (BCA) from BIT Mesra and a Master of Business Administration (MBA) in Finance from IBS Hyderabad. Further professional credentials include holding the Financial Risk Manager (FRM) Charter from GARP and progressing as a CFA (US) Level 3 candidate.

Portfolio Details

Portfolio Composition

Large Cap
78.38%
Mid Cap
11.64%
Small Cap
6.87%
Cash & Equivalent
3.11%

Top 5 Holdings

  • ICICI Pru Nifty 50 ETF 27.04%
  • Nippon India Banking & Financial Services Fund 8.32%
  • Motilal Oswal Gold and Silver ETFs Fund of Funds 7.97%
  • Franklin India Flexi Cap Fund 7.76%
  • Nippon India Large Cap Fund 7.43%

Top 5 Sectors

  • Bank 25.45%
  • IT 7.93%
  • Finance 7.84%
  • Automobile & Ancillaries 7.48%
  • Healthcare 5.83%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
58.52%
top 5 sectors percent
54.53%
average market cap
N/A
portfolio age
3 Yrs, 1 Months
sip
Available
stp
Available

Fee Structure

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)