HSBC India Next Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.18%
- 3M
- +1.28%
- 6M
- -2.59%
- 9M
- —
- 1Y
- +1.80%
- 2Y
- +4.44%
- 3Y
- +12.53%
- 4Y
- +13.47%
- 5Y
- +12.34%
- Since Inception
- +12.88%
- Strategy AUM
- ₹426 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.18% | −0.17% | +0.35% |
| 3 Months | +1.28% | −2.34% | +3.62% |
| 6 Months | −2.59% | −5.39% | +2.80% |
| 1 Year | +1.80% | −0.07% | +1.87% |
| 2 Years | +4.44% | +4.14% | +0.30% |
| 3 Years | +12.53% | +13.46% | −0.93% |
| 4 Years | +13.47% | +13.31% | +0.16% |
| 5 Years | +12.34% | +12.29% | +0.05% |
| Since Inception | +12.88% | +12.72% | +0.16% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.18% | −0.17% | +0.35% |
| Apr-2026 | +12.80% | +10.38% | +2.42% |
| Mar-2026 | −10.37% | −11.37% | +1.00% |
| Feb-2026 | +1.96% | +0.45% | +1.51% |
| Jan-2026 | −5.14% | −3.34% | −1.80% |
| Dec-2025 | −0.56% | −0.24% | −0.32% |
| Nov-2025 | −0.79% | +0.96% | −1.75% |
| Oct-2025 | +3.79% | +4.27% | −0.48% |
| Sep-2025 | +0.52% | +1.24% | −0.72% |
| Aug-2025 | −0.42% | −1.75% | +1.33% |
| Jul-2025 | −2.03% | −2.71% | +0.68% |
| Jun-2025 | +3.50% | +3.68% | −0.18% |
| May-2025 | +5.50% | +3.54% | +1.96% |
Strategy Details
APMI fact sheet
- Inception
- 02 Feb 2021
- Age
- 5.4 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.38×
- Turnover (1M)
- 0.02×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment 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
Fund Managers
1 manager
Name
Sheetalkumar Shah
Experience
27.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million
- Variable fees
- Fixed Fee-Performance Fee-Hurdle rate-Investment Amount 1.75% - 10% - 10% - INR 5 million 1.50% - 10% - 10% - INR 10 million & 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 India Next 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.