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HSBC Asset Management India Pvt Ltd
HSBC Asset Management India Pvt Ltd

HSBC Asset Management India Pvt Ltd

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AUM ₹ 2,609.19 Cr (As on Feb, 2025)
No. of schemes 2
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About HSBC Asset Management India Pvt Ltd

HSBC Asset Management India Pvt Ltd manages assets worth Rs 2609.19 crores. Its current offering of PMS schemes includes 2 Thematic schemes.

Portfolio MANAGERS

Sheetalkumar Shah
Sheetalkumar Shah
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -5.59 %
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.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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HSBC - India Next Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
THEMATIC
Category Rank
4 Out of 19
Fixed Fee
1.00% to 2.00%
Aspire Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
THEMATIC
Category Rank
9 Out of 19
Fixed Fee
1.00% to 2.00%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
HSBC - India Next Portfolio
4Out of 2
-7.69%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
1.00% to 2.00%
Aspire Portfolio
9Out of 2
-9.49%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
1.00% to 2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by HSBC Asset Management India Pvt Ltd ?
The total AUM managed by HSBC Asset Management India Pvt Ltd is ₹2609.19 crores
What is the total number of schemes managed by HSBC Asset Management India Pvt Ltd ?
The total number of schemes managed by HSBC Asset Management India Pvt Ltd is 2
What is the best performing PMS scheme of HSBC Asset Management India Pvt Ltd in 1 year ?
The best performing PMS scheme of HSBC Asset Management India Pvt Ltd in 1 year is Aspire Portfolio.
What is the best performing PMS scheme of HSBC Asset Management India Pvt Ltd in 3 years?
The best performing PMS scheme of HSBC Asset Management India Pvt Ltd in 3 years is HSBC - India Next Portfolio
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