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Aspire Portfolio
Aspire Portfolio

Aspire Portfolio

  • HSBC Asset Management India Pvt Ltd
  • Small AND Mid Cap
  • 40
    Out of 60*
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PMS Bazaar
Portfolio age2 years, 11 months
3.26%
2.19%
Hurdle Rate**10.00%
Fixed fee1.00% to 2.00%
Min. Investment50 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 31/07/2026)
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 44
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM492.86
  • Highest Return In 1 Yr6.18%
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
AUM (₹ Cr)
₹52.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
8 Out of 62
Fixed Fee
1.00% to 2.00%
AUM (₹ Cr)
₹440.57 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
8 Out of 19
Fixed Fee
1.00% to 2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹52.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
8 Out of 62
Fixed Fee
1.00% to 2.00%
AUM (₹ Cr)
₹160.31 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 62
Fixed Fee
2.00%
AUM (₹ Cr)
₹11.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
₹74.68 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
₹3.73 Cr
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 62
Fixed Fee
2.00%
AUM (₹ Cr)
₹607.62 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 62
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

HSBC Asset Management India Pvt Ltd
HSBC Asset Management India Pvt Ltd manages assets worth Rs 19146.97 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 1 Thematic schemes.

AUM (₹ cr)

19,146.97 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹52.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
8 Out of 62
Fixed Fee
1.00% to 2.00%
AUM (₹ Cr)
₹440.57 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
8 Out of 19
Fixed Fee
1.00% to 2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Aspire Portfolio?
The hurdle rate of Aspire Portfolio is 10.00%.
What is the fixed fee charged in Aspire Portfolio ?
The fixed fee charged in Aspire Portfolio is 1.00% to 2.00%.
What is the variable fee charged in Aspire Portfolio ?
There is no option for Variable fee.
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.
What is the exit load of Aspire Portfolio?
Exit load is 0%