Sterling Portfolio- Balanced Portfolio

Hybrid

ICICI Securities Limited

1 Month

-3.77%

6 Months

+4.48%

1 Year

+1.45%

3 Years

+10.19%

5 Years

-

Since Inception

+10.63%

AUM

₹61 Cr

Risk & Performance (vs NIFTY 500)

Volatility

8.13%

Sharpe Ratio

0.65

Sortino Ratio

0.54

Max Drawdown

-7.34%

Beta

0.52

Alpha

+2.33%

Information Ratio

-0.15

Tracking Error

7.44%

Calmar Ratio

1.67

Up Capture

64.4%

Down Capture

38.9%

Win Rate

78.6%

Best Month

+5.37%

Worst Month

-7.34%