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HSBC - India Next Portfolio
HSBC - India Next Portfolio

HSBC - India Next Portfolio

  • HSBC Asset Management India Pvt Ltd
  • Thematic
  • 7
    Out of 11*
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PMS Bazaar
Portfolio age4 years, 9 months
3.79%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Sheetalkumar Shah
  • Manager Rank7 Out of 11
    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
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HSBC - India Next Portfolio
AUM (₹ Cr)
₹514.72 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
7 Out of 17
Fixed Fee
2.00%
Scheme Return
3.79%
Benchmark Return
4.27%
Aspire Portfolio
AUM (₹ Cr)
₹60.44 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
31 Out of 53
Fixed Fee
2.00%
Scheme Return
3.26%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
514.72
(As on Oct, 2025)
Inception Date
Feb 18, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE 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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bt_logoINVESTMENT PHILOSOPHY

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

Investment Approach

The investment approach is to create long term wealth for investors by participating in companies from sectors that are likely to be beneficiaries of transformation in the Indian economy including themes such as, digitization, consumption, GLOCAL i.e. Global companies working in local markets, etc.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
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Compare
HSBC - India Next Portfolio
AUM (₹ Cr)
₹514.72 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
7 Out of 17
Fixed Fee
2.00%
Scheme Return
3.79%
Benchmark Return
4.27%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Digital Leaders
AUM (₹ Cr)
₹88.36 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
4.27%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 17
Fixed Fee
2.50%
Scheme Return
4.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

HSBC Asset Management India Pvt Ltd
HSBC Asset Management India Pvt Ltd manages assets worth Rs 17174.15 crores. Its current offering of PMS schemes includes 1 Thematic and 1 Small And Mid Cap schemes.

AUM (₹ cr)

17,174.15 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
HSBC - India Next Portfolio
AUM (₹ Cr)
₹514.72 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
7 Out of 17
Fixed Fee
2.00%
Scheme Return
3.79%
Benchmark Return
4.27%
Aspire Portfolio
AUM (₹ Cr)
₹60.44 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
31 Out of 53
Fixed Fee
2.00%
Scheme Return
3.26%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of HSBC - India Next Portfolio?
The hurdle rate of HSBC - India Next Portfolio is 10%.
What is the fixed fee charged in HSBC - India Next Portfolio ?
The fixed fee charged in HSBC - India Next Portfolio is 2.00%.
What is the variable fee charged in HSBC - India Next Portfolio ?
The variable fee charged in HSBC - India Next Portfolio is 1.75% or 1.50%.
What is the profit sharing in HSBC - India Next Portfolio ?
The profit sharing in HSBC - India Next Portfolio is 10% Profit Sharing above 10% Hurdle.
What is the minimum investment in HSBC - India Next Portfolio ?
The minimum investment in HSBC - India Next Portfolio is ₹50 Lacs
What type of scheme is HSBC - India Next Portfolio?
HSBC - India Next Portfolio is an Equity scheme. It falls in the Thematic category.
What is the inception date of HSBC - India Next Portfolio?
The inception date of HSBC - India Next Portfolio is Feb 18, 2021.
What is the exit load of HSBC - India Next Portfolio?
Exit load is 0%

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