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Aspire Portfolio

HSBC Asset Management India Pvt Ltd
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
21 September 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹56.43
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

Investment funds will be allocated to equity and equity-linked instruments of mid-cap and small-cap companies. Securities in these market capitalization segments typically exhibit lower trading liquidity, potentially leading to increased execution costs and extended settlement periods relative to large-cap equities.

Investment Objective

The HSBC Aspire Portfolio is designed for sustained capital appreciation through active management of a diversified selection of equity and equity-linked instruments. The primary focus is on mid and small-capitalization entities, although the strategy retains the capacity to allocate capital across the full range of market capitalizations. Achievement of the stated investment objective cannot be guaranteed.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.74% -0.24% -1.50%
3 MONTHS 2.20% 5.02% -2.82%
6 MONTHS -0.61% 1.63% -2.24%
1 YEAR -2.87% 7.63% -10.50%
2 YEAR 9.71% 11.64% -1.93%
SINCE INCEPTION 11.64% 15.45% -3.81%

Calendar Year Performance

Year Return
CY 2025 -2.87%
CY 2024 23.94%

Financial Year Performance

Year Return
FY 26_YTD 13.58%
FY 25 2.15%

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

Fund Managers

Sheetalkumar Shah

Fund Manager

Sheetalkumar brings over 27 years of comprehensive experience in the Indian capital markets. Before his tenure at HSBC, he held the position of Head of Portfolio Management Services (PMS) at IDBI Capital Markets. He dedicated more than 12 years to Kotak PMS, where he was responsible for managing equity portfolios across various market capitalisation segments. Earlier in his career, he served as a Fund Manager at GIC Asset Management Co Ltd for 7 years. His extensive career has fostered robust relationships with a diverse range of participants and corporations within the Indian capital market ecosystem. Sheetalkumar holds an MBA in Finance from the Department of Management Studies, Pune University (PUMBA), and a Bachelor of Engineering in 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
79493.58
portfolio age
2 Yrs, 3 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%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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