- Manager
- HSBC Asset Management (India)
- Service
- Discretionary
- Asset class
- Equity
HSBC Evolve Portfolio
+4.91%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
HSBC Asset Management (India)’s HSBC Evolve Portfolio returned 4.91% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹48.46 crore across its clients.
Key numbers
- AUM
- ₹48.46 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.50×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.42% | −5.57% | +0.15% |
| 3 months | +1.21% | −3.59% | +4.80% |
| 6 months | +19.29% | +8.07% | +11.22% |
| 1 year | +4.91% | −2.33% | +7.24% |
| Since inception | +2.89% | −2.71% | +5.60% |
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 equity97.19%₹47.09 Cr
- Cash and other2.81%₹1.36 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.33 Cr
- Outflow, Sep 2026
- ₹0.09 Cr
- Net, Sep 2026
- ₹1.24 Cr
- Net, FY to date
- ₹8.12 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.50×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has HSBC Evolve Portfolio returned?
4.91% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.42%; 3 months: 1.21%; 6 months: 19.29%; 1 year: 4.91%; Since inception: 2.89%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.24 percentage points ahead.
How much does HSBC Evolve Portfolio manage?
₹48.46 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 Evolve 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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