- Manager
- HSBC Asset Management (India)
- Service
- Discretionary
- Asset class
- Equity
HSBC India Next Portfolio
+0.90%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
HSBC Asset Management (India)’s HSBC India Next Portfolio returned 0.90% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹409 crore across its clients.
Key numbers
- AUM
- ₹409 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.40×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.99% | −5.57% | +0.58% |
| 3 months | −2.98% | −3.59% | +0.61% |
| 6 months | +13.68% | +8.07% | +5.61% |
| 1 year | +0.90% | −2.33% | +3.23% |
| 2 years | −1.46% | −3.93% | +2.47% |
| 3 years | +9.13% | +9.20% | −0.07% |
| 4 years | +11.68% | +11.22% | +0.46% |
| 5 years | +9.25% | +8.91% | +0.34% |
| Since inception | +12.19% | +11.53% | +0.66% |
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 equity96.46%₹394 Cr
- Cash and other3.54%₹14.49 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.93 Cr
- Outflow, Sep 2026
- ₹6.06 Cr
- Net, Sep 2026
- −₹3.13 Cr
- Net, FY to date
- −₹27.84 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.40×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has HSBC India Next Portfolio returned?
0.90% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.99%; 3 months: −2.98%; 6 months: 13.68%; 1 year: 0.90%; 2 years: −1.46%; 3 years: 9.13%; 4 years: 11.68%; 5 years: 9.25%; Since inception: 12.19%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.23 percentage points ahead.
How much does HSBC India Next Portfolio manage?
₹409 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 India Next 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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