APMI

HSBC India Next Portfolio

Investment Approach Details

₹384.59

(AUM CR)

PMS Provider Name

HSBC Asset Management (India) Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

02/02/2021

Age

3.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fees 2% - Available to all client`s subject to minimum investments of INR 5 million

Variable Fees Structure

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

Purpose

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 Manager Details


Kailash Kulkarni
Work Exp. NA
Email ID kailash.kulkarni@hsbc.co.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.03

1 Year Turnover

0.78