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HSBC India Next Portfolio
HSBC Asset Management (India) Private Limited
427.63 CR AUM
HSBC India Next Portfolio
HSBC Asset Management (India) Private Limited
427.63 CR AUM
BSE 500 TRI
Benchmark
5yr 3mo
Age
EQUITY
Strategy
Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million
Fixed Fees
Fixed Fee-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
5yr 3mo
Age
EQUITY
Strategy
Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million
Fixed Fees
Fixed Fee-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 India Next Portfolio aims to generate returns and provide long term capital appreciation by investing in equity and equity related securities across market cap of businesses benefitting from transformation in Indian economy
Investment Approach v/s Benchmark Metrics
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1M IA return
12.80%
1M benchmark return
10.38%
Alpha
2.42%
1M Wealth multiple
1.13x
Investment Approach v/s Benchmark Performance
2026
2026
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1M IA return
12.80%
1M benchmark return
10.38%
Alpha
2.42%
1M Wealth multiple
1.13x
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