HSBC Evolve Portfolio
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.78%
- 3M
- -0.36%
- 6M
- -4.02%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -1.70%
- Strategy AUM
- ₹42 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.78% | −0.17% | +2.95% |
| 3 Months | −0.36% | −2.34% | +1.98% |
| 6 Months | −4.02% | −5.39% | +1.37% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | −1.70% | −0.96% | −0.74% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 9 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.78% | −0.17% | +2.95% |
| Apr-2026 | +10.70% | +10.38% | +0.32% |
| Mar-2026 | −12.43% | −11.37% | −1.06% |
| Feb-2026 | +0.39% | +0.45% | −0.06% |
| Jan-2026 | −2.84% | −3.34% | +0.50% |
| Dec-2025 | −1.25% | −0.24% | −1.01% |
| Nov-2025 | +1.55% | +0.96% | +0.59% |
| Oct-2025 | +2.67% | +4.27% | −1.60% |
| Sep-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 09 Sept 2025
- Age
- 8 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The aim of the Portfolio is long term wealth creation from an actively managed portfolio of equity and equity related securities optimizing opportunitiesacross the market capitalization spectrum without any sector bias. However, there can be no assurance or guarantee that the investment objective of theApproach would be achieved.
Fund Managers
1 manager
Name
Amaresh Mishra
Experience
20.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fixed Fee 2% - Available to all client's subject to minimum investment of INR 5 million
- Variable fees
- Fixed fees-Performance Fee Hurdle rate - Investment amount 1.75% - 10% - 10% - INR 5 Million to less than 10 Million 1.50% - 10% - 10% - INR 5 Million to & above
- Exit load
- Nil
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- HSBC Asset Management (India) Private Limited
- Strategy
- HSBC Evolve Portfolio
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.