HSBC Aspire Portfolio
EQUITY MID & SMALL CAP
+0.18
%
1Y annualised returns
-1.96
%
Benchmark returns (S&P BSE 500 Total Return Index)
1Y
3Y
5Y
All
Launch date
21 Sep '23
Total AUM
₹60.44Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity
92.2%
Cash
7.8%
₹60Cr
Equity market cap split
Small Cap
43.1%
Mid Cap
33.9%
Large Cap
16.0%
₹56Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
SS
Sheetalkumar Shah
Fund manager
View details
PMS house
HSBC Asset Management (India) Private Limited
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