PMSAIFGet AccreditedStock Holding Movement

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 ₹426 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: 1.8% (1Y), 12.53% CAGR (3Y), 12.88% since inception. Performance data as of July 2026.

›Fund Details
Learn

HSBC India Next Portfolio

HSBC Asset Management (India) Private Limited

426.28 CR AUM

HSBC India Next Portfolio

HSBC India Next Portfolio

HSBC Asset Management (India) Private Limited

426.28 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?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
0.18%
1M benchmark return
-0.17%
Alpha
0.35%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
0.18%
1M benchmark return
-0.17%
Alpha
0.35%
1M Wealth multiple
1.00x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,124.64 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹17,789.83 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,618.11 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,519.6 Cr
EQ
BLENDED- RANGOLI
Blended- Rangoli
Unifi Capital P Ltd
₹11,396.64 Cr
EQ