HSBC Asset Management (India) Private Limited • Equity
HSBC Evolve Portfolio is an equity portfolio management service (PMS) strategy run by HSBC Asset Management (India) Private Limited, launched on 9 Sep 2025. As of 30 Sep 2026, it manages ₹48.46 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.91% over 1 year (+2.89% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 7.24 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Amaresh Mishra.
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 | -5.42% |
| 3 Months | +1.21% |
| 1 Year | +4.91% |
| Since Inception | +2.89% |
| 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 to less than 10 Million 1.50% - 10% - 10% - INR 5 Million to & 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 Evolve Portfolio has a 1-year return of +4.91% and +2.89% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, HSBC Evolve Portfolio returned +4.91% against -2.33% for the BSE 500 TRI, 7.24 percentage points ahead. Figures as of 30 Sep 2026.
HSBC Evolve Portfolio is managed by Amaresh Mishra at HSBC. The strategy manages ₹48.46 Cr of client assets as of 30 Sep 2026.
HSBC Evolve Portfolio manages ₹48.46 Cr of client assets as of 30 Sep 2026.
The fee structure for HSBC Evolve 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 to less than 10 Million 1.50% - 10% - 10% - INR 5 Million to & above; exit load: Nil.
The minimum investment for HSBC Evolve Portfolio is ₹50 Lakhs.
HSBC Evolve Portfolio was launched on 9 Sep 2025. It has a 1-year track record.
Description
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