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India Next Portfolio

HSBC Asset Management India Pvt Ltd
PMS Thematic
Benchmark
S&P BSE 500 TRI
Inception Date
18 February 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹469.94
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

The investment approach is to create long term wealth for investors by participating in companies from sectors that are likely to be beneficiaries of transformation in the Indian economy including themes such as, digitization, consumption, GLOCAL i.e. Global companies working in local markets, etc.

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

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.56% -0.24% -0.32%
3 MONTHS 2.39% 5.02% -2.63%
6 MONTHS 0.41% 1.63% -1.22%
1 YEAR 2.39% 7.63% -5.24%
2 YEAR 9.75% 11.64% -1.89%
3 YEAR 16.05% 16.40% -0.35%
SINCE INCEPTION 14.53% 15.12% -0.59%

Calendar Year Performance

Year Return
CY 2025 2.39%
CY 2024 17.66%
CY 2023 29.75%
CY 2022 0.90%
CY 2021 22.70%

Financial Year Performance

Year Return
FY 26_YTD 12.14%
FY 25 -2.62%
FY 24 47.87%
FY 23 -0.58%
FY 22 20.84%
FY 21 -0.20%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sheetalkumar Shah

Fund Manager

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.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
300656.04
portfolio age
4 Yrs, 10 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.75%

Hurdle: 10%

Profit Sharing: 10%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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