HSBC India Next Portfolio
EQUITY
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
+12.10%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
18 Feb '21
Total AUM
₹514.72Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.9%
Cash5.1%
Equity market cap split
Large Cap53.0%
Mid Cap21.5%
Small Cap21.0%
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
SSSheetalkumar ShahFund managerView details
SS
Sheetalkumar Shah
Fund manager
View details
PMS house
HSBC Asset Management (India) Private Limited
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