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HSBC Evolve Portfolio

HSBC Evolve Portfolio is a Equity Portfolio Management Service launched by HSBC Asset Management (India) Private Limited on September 2025. Managed by Amaresh Mishra, the fund holds ₹45 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Fee 2% - Available to all client's subject to minimum investment of INR 5 million % fixed fee and 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% performance fee. Trailing returns: 1.83% since inception. Performance data as of July 2026.

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HSBC Evolve Portfolio

HSBC Asset Management (India) Private Limited

45.16 CR AUM

HSBC Evolve Portfolio

HSBC Evolve Portfolio

HSBC Asset Management (India) Private Limited

45.16 CR AUM

BSE 500 TRI
Benchmark
0yr 10mo
Age
EQUITY
Strategy
Fixed Fee 2% - Available to all client's subject to minimum investment of INR 5 million
Fixed 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
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
0yr 10mo
Age
EQUITY
Strategy
Fixed Fee 2% - Available to all client's subject to minimum investment of INR 5 million
Fixed 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
Variable Fees
NIL
Exit Load
Fund manager

amaresh mishra

Fund Manager
EQUITYStrategies

Amaresh Mishra, based in Mumbai, MH, IN, is currently a Fund Manager - Portfolio Management Services at HSBC Mutual Fund. Amaresh Mishra brings experience from previous roles at Alchemy Capital Management Pvt Ltd, HSBC Securities and Capital Markets, HSBC Mutual Fund and Centre for Science and Environment, New Delhi. Amaresh Mishra holds a 2003 - 2005 PGDBM in Business Administration and Management, General @ Xavier Institute of Management(XIM Bhubaneswar).

Amaresh Mishra, based in Mumbai, MH, IN, is currently a Fund Manager - Portfolio Management Services at HSBC Mutual Fund. Amaresh Mishra brings experience from previous roles at Alchemy Capital Management Pvt Ltd, HSBC Securities and Capital Markets, HSBC Mutual Fund and Centre for Science and Environment, New Delhi. Amaresh Mishra holds a 2003 - 2005 PGDBM in Business Administration and Management, General @ Xavier Institute of Management(XIM Bhubaneswar).

What is this fund's investment objective?

The aim of the Portfolio is long term wealth creation from an actively managed portfolio of equity and equity related securities optimizing opportunities across the market capitalization spectrum without any sector bias. However, there can be no assurance or guarantee that the investment objective of the Approach would be achieved.

How has HSBC Evolve Portfolio performed?

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1M IA return
3.60%
1M benchmark return
1.73%
Alpha
1.87%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.60%
1M benchmark return
1.73%
Alpha
1.87%
1M Wealth multiple
1.04x

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