- Manager
- HSBC Asset Management (India)
- Service
- Discretionary
- Asset class
- Equity
HSBC Aspire Portfolio
+4.54%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
HSBC Asset Management (India)’s HSBC Aspire Portfolio returned 4.54% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹49.65 crore across its clients.
Key numbers
- AUM
- ₹49.65 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.39×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.59% | −5.57% | +0.98% |
| 3 months | +1.48% | −3.59% | +5.07% |
| 6 months | +19.30% | +8.07% | +11.23% |
| 1 year | +4.54% | −2.33% | +6.87% |
| 2 years | −2.56% | −3.93% | +1.37% |
| 3 years | +9.60% | +9.20% | +0.40% |
| Since inception | +9.46% | +8.79% | +0.67% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity94.77%₹47.05 Cr
- Cash and other5.23%₹2.59 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.19 Cr
- Outflow, Sep 2026
- ₹0.64 Cr
- Net, Sep 2026
- −₹0.45 Cr
- Net, FY to date
- −₹3.30 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.39×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has HSBC Aspire Portfolio returned?
4.54% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.59%; 3 months: 1.48%; 6 months: 19.30%; 1 year: 4.54%; 2 years: −2.56%; 3 years: 9.60%; Since inception: 9.46%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.87 percentage points ahead.
How much does HSBC Aspire Portfolio manage?
₹49.65 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages HSBC Aspire Portfolio?
HSBC Asset Management (India), a SEBI-registered portfolio manager (INP000001322), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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