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HSBC Aspire Portfolio
HSBC Asset Management (India) Private Limited
50.33 CR AUM
HSBC Aspire Portfolio
HSBC Asset Management (India) Private Limited
50.33 CR AUM
BSE 500 TRI
Benchmark
2yr 7mo
Age
EQUITY
Strategy
Fixed Fee 2% - Available to all client`s subject to minimum investment of INR 5 Million
Fixed Fees
Fixed Fees-Performance Fee-Hurdle rate - Investment Amount
1.75% - 10% -10% - INR 5 Million
1.50% - 10% -10% - INR 10 Million
& above
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 7mo
Age
EQUITY
Strategy
Fixed Fee 2% - Available to all client`s subject to minimum investment of INR 5 Million
Fixed Fees
Fixed Fees-Performance Fee-Hurdle rate - Investment Amount
1.75% - 10% -10% - INR 5 Million
1.50% - 10% -10% - INR 10 Million
& above
Variable Fees
NIL
Exit Load
sheetalkumar shah
Fund Manager
EQUITYStrategies
Sheetalkumar has a total experience of over 27 years in the indian stock markets. Prior to joining HSBC, he was head of PMS at IDBI capital markets.
Purpose
HSBC Aspire Portfolio aims to generate long-term capital growth from an actively managed portfolio of equity and equity related securities predominantly from the mid and small cap companies. However, the investment approach would also have the flexibility to invest in companies across the entire market capitalization spectrum. There can be no assurance or guarantee that the objective of the investment approach would be achieved
Investment Approach v/s Benchmark Metrics
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1M IA return
13.37%
1M benchmark return
10.38%
Alpha
2.99%
1M Wealth multiple
1.13x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
13.37%
1M benchmark return
10.38%
Alpha
2.99%
1M Wealth multiple
1.13x
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