What is the hurdle rate of Aspire Portfolio?

The hurdle rate of Aspire Portfolio is 10%.

What is the fixed fee charged in Aspire Portfolio ?

The fixed fee charged in Aspire Portfolio is 2.00%.

What is the variable fee charged in Aspire Portfolio ?

The variable fee charged in Aspire Portfolio is 1.75% or 1.50%.

What is the profit sharing in Aspire Portfolio ?

The profit sharing in Aspire Portfolio is 10% Profit Sharing above 10% Hurdle.

What is the minimum investment in Aspire Portfolio ?

The minimum investment in Aspire Portfolio is ₹50 Lacs

What type of scheme is Aspire Portfolio?

Aspire Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.

What is the inception date of Aspire Portfolio?

The inception date of Aspire Portfolio is Sep 21, 2023.

Aspire Portfolio

HSBC Asset Management India Pvt Ltd
Small AND Mid Cap

26
Out of 49*
Compare
Share

Portfolio age2 years, 2 months

3.26%

4.27%

Hurdle Rate**10%

Fixed fee2.00%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/10/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Sheetalkumar Shah

Manager Rank Out of 35
i
Rank is based on 3-year return
Schemes Managed2
Total AUM575.1600000000001
Highest Return In 1 Yr7.96%

Profile

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. He has spent over 12 years at Kotak PMS, managing equity portfolios across market capitalisation. Prior to that, he worked with GIC Asset Management Co Ltd as a Fund Manager for 7 years. By virtue of his long experience, Sheetalkumar has strong relationships with a wide gamut of Indian capital market participants and corporates. Sheetalkumar is an MBA (Finance) from Department of Management Studies, Pune University (PUMBA) and an Engineer (Electronics & Telecommunications) from Government Engineering College, Pune.

Other Schemes

1m 3m 6m 1y 3y 5y

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HSBC - India Next Portfolio

AUM (₹ Cr)

₹514.72 Cr

Hurdle Rate

10%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

60.44

(As on Oct, 2025)

Inception Date

Sep 21, 2023

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

1.75% or 1.50%

Hurdle Rate

10%

Profit Sharing

10% Profit Sharing above 10% Hurdle

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INVESTMENT PHILOSOPHY

Objective

HSBC Aspire Portfolio aims to generate long-term capital growth from an actively managed portfolio of equity and equity related securities predominately from the mid and small cap companies. However, the approach would also have the flexibility to invest in companies across the entire market capitalization spectrum. There can be no assurance or guarantee the objective of the investment approach would be achieved

Investment Approach

Deployment of monies under the investment approach will be oriented towards equity and equity related securities of companies belonging to mid cap and small cap. Stocks of these companies usually have lower trading volumes on the exchanges, which may result into higher impact costs and longer execution time compared to large cap stocks.