Sterling Portfolio- Balanced Portfolio

Hybrid

ICICI Securities Limited

1 Month

+1.01%

6 Months

+0.61%

1 Year

+7.21%

3 Years

+11.95%

5 Years

-

Since Inception

+12.01%

AUM

₹63 Cr

Risk & Performance (vs NIFTY 500)

Volatility

7.80%

Sharpe Ratio

0.88

Sortino Ratio

0.74

Max Drawdown

-7.34%

Beta

0.51

Alpha

+2.78%

Information Ratio

-0.24

Tracking Error

7.43%

Calmar Ratio

1.89

Up Capture

64.4%

Down Capture

35.5%

Win Rate

80.5%

Best Month

+5.37%

Worst Month

-7.34%