HSBC Asset Management (India) Private Limited • Equity
HSBC India Next Portfolio is an equity portfolio management service (PMS) strategy run by HSBC Asset Management (India) Private Limited, launched on 18 Feb 2021. As of 30 Sep 2026, it manages ₹409 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.90% over 1 year, +9.13% over 3 years and +9.25% over 5 years (+12.19% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.07 percentage points behind of its benchmark. Its 3-year return ranks 306th 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: Relative Value Approach (+9.20%), Motilal Oswal Multifactor Equity Strategy (+9.16%), MeritorQ (+9.12%), Karma Capital Magnolia (+9.08%).
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 | -4.99% |
| 3 Months | -2.98% |
| 1 Year | +0.90% |
| 3 Years | +9.13% |
| 5 Years | +9.25% |
| Since Inception | +12.19% |
| management fee | Fixed Fees: Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million |
| performance fee | Variable Fees: Fixed Fee-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 India Next Portfolio has a 1-year return of +0.90%, a 3-year return of +9.13%, a 5-year return of +9.25% and +12.19% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, HSBC India Next Portfolio returned +9.25% against +8.91% for the BSE 500 TRI, 0.34 percentage points ahead. Over 3 years it returned +9.13% against +9.20%; Over 1 year it returned +0.90% 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 India Next Portfolio's 3-year return of +9.13% ranks 306th as of 30 Sep 2026.
HSBC India Next Portfolio is managed by Sheetalkumar Shah at HSBC. The strategy manages ₹409 Cr of client assets as of 30 Sep 2026.
HSBC India Next Portfolio manages ₹409 Cr of client assets as of 30 Sep 2026.
The fee structure for HSBC India Next Portfolio includes: management fee: Fixed Fees: Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million; performance fee: Variable Fees: Fixed Fee-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 India Next Portfolio is ₹50 Lakhs.
HSBC India Next Portfolio was launched on 18 Feb 2021. It has a 5-year track record.
Description
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