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HSBC India Next Portfolio

HSBC India Next Portfolio is a Equity Portfolio Management Service launched by HSBC Asset Management (India) Private Limited on February 2021. Managed by Sheetalkumar Shah, the fund holds ₹439 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million % fixed fee and Fixed Fee-Performance Fee-Hurdle rate-Investment Amount 1.75% - 10% - 10% - INR 5 million 1.50% - 10% - 10% - INR 10 million & above % performance fee. Trailing returns: 2% (1Y), 12.1% CAGR (3Y), 13.43% since inception. Performance data as of July 2026.

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HSBC India Next Portfolio

HSBC Asset Management (India) Private Limited

438.96 CR AUM

HSBC India Next Portfolio

HSBC India Next Portfolio

HSBC Asset Management (India) Private Limited

438.96 CR AUM

BSE 500 TRI
Benchmark
5yr 5mo
Age
EQUITY
Strategy
Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million
Fixed Fees
Fixed Fee-Performance Fee-Hurdle rate-Investment Amount 1.75% - 10% - 10% - INR 5 million 1.50% - 10% - 10% - INR 10 million & above
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 5mo
Age
EQUITY
Strategy
Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million
Fixed Fees
Fixed Fee-Performance Fee-Hurdle rate-Investment Amount 1.75% - 10% - 10% - INR 5 million 1.50% - 10% - 10% - INR 10 million & above
Variable Fees
NIL
Exit Load
Fund manager

sheetalkumar shah

Fund Manager
EQUITYStrategies

Sheetalkumar has a total experience of over 27 years in the indian stock markets. Prior to joining HSBC, he was head of PMS at IDBI capital markets.

Sheetalkumar has a total experience of over 27 years in the indian stock markets. Prior to joining HSBC, he was head of PMS at IDBI capital markets.

What is this fund's investment objective?

HSBC India Next Portfolio aims to generate returns and provide long term capital appreciation by investing in equity and equity related securities across market cap of businesses benefitting from transformation in Indian economy

How has HSBC India Next Portfolio performed?

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Wealth Creation Calculator

1M IA return
3.70%
1M benchmark return
1.73%
Alpha
1.97%
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
3.70%
1M benchmark return
1.73%
Alpha
1.97%
1M Wealth multiple
1.04x

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