HSBC Asset Management (India) Private Limited • Equity
HSBC Aspire Portfolio is an equity portfolio management service (PMS) strategy run by HSBC Asset Management (India) Private Limited, launched on 21 Sep 2023. As of 30 Sep 2026, it manages ₹49.65 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.54% over 1 year and +9.60% over 3 years (+9.46% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.40 percentage points ahead of its benchmark. Its 3-year return ranks 291st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Sheetalkumar Shah.
Ranked nearby on 3-year return: Equity Debt Hybrid (+9.70%), Guardian Asset Management Pvt Ltd-Multi Assets (+9.68%), Alpha Compounders (+9.56%), Phillip Emerging India Portfolio (+9.56%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.59% |
| 3 Months | +1.48% |
| 1 Year | +4.54% |
| 3 Years | +9.60% |
| Since Inception | +9.46% |
| management fee | Fixed Fees: Fixed Fee 2% - Available to all client`s subject to minimum investment of INR 5 Million |
| performance fee | Variable Fees: Fixed Fees-Performance Fee-Hurdle rate - Investment Amount 1.75% - 10% -10% - INR 5 Million 1.50% - 10% -10% - INR 10 Million & above |
| exit load | Nil |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callHSBC Aspire Portfolio has a 1-year return of +4.54%, a 3-year return of +9.60% and +9.46% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, HSBC Aspire Portfolio returned +9.60% against +9.20% for the BSE 500 TRI, 0.40 percentage points ahead. Over 1 year it returned +4.54% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, HSBC Aspire Portfolio's 3-year return of +9.60% ranks 291st as of 30 Sep 2026.
HSBC Aspire Portfolio is managed by Sheetalkumar Shah at HSBC. The strategy manages ₹49.65 Cr of client assets as of 30 Sep 2026.
HSBC Aspire Portfolio manages ₹49.65 Cr of client assets as of 30 Sep 2026.
The fee structure for HSBC Aspire Portfolio includes: management fee: Fixed Fees: Fixed Fee 2% - Available to all client`s subject to minimum investment of INR 5 Million; performance fee: Variable Fees: Fixed Fees-Performance Fee-Hurdle rate - Investment Amount 1.75% - 10% -10% - INR 5 Million 1.50% - 10% -10% - INR 10 Million & above; exit load: Nil.
The minimum investment for HSBC Aspire Portfolio is ₹50 Lakhs.
HSBC Aspire Portfolio was launched on 21 Sep 2023. It has a 3-year track record.
Description
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