HSBC PMS strategies
HSBC runs 5 portfolio management strategies listed with APMI, managing ₹538 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| HSBC India Next Portfolio | Equity | Sheetalkumar Shah | ₹409 Cr | +9.13% | -0.07 pts | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| HSBC Aspire Portfolio | Equity | Sheetalkumar Shah | ₹49.65 Cr | +9.60% | +0.40 pts | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| HSBC Evolve Portfolio | Equity | Amaresh Mishra | ₹48.46 Cr | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| HSBC Bespoke Equity Portfolio | — | Amaresh Mishra | ₹24.93 Cr | — | — | 1% fixed | ₹50 Lakhs | Sep 2026 |
| HSBC Cash Management Portfolio | Debt | — | ₹5.76 Cr | +5.98% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS