IA Insight Report
IA Insight REPORT

HSBC Aspire Portfolio

Investment Approach Details

₹59.07

(AUM CR)
   

HSBC Asset Management (India) Private Limited

BSE 500 TRI

Equity

Equity

21/09/2023

2.0 Years

5000000

Fixed Fee 2% - Available to all client`s subject to minimum investment of INR 5 Million

Fixed Fees-Performance Fee-Hurdle rate - Investment Amount 1.75% - 10% -10% - INR 5 Million 1.50% - 10% -10% - INR 10 Million & above

Nil

   

HSBC Aspire Portfolio aims to generate long-term capital growth from an actively managed portfolio of equity and equity related securities predominantly
from the mid and small cap companies. However, the investment approach would also have the flexibility to invest in companies across the entire market
capitalization spectrum. There can be no assurance or guarantee that the objective of the investment approach would be achieved

Fund Manager Details

Sheetalkumar Shah

27.00 years

hsbcpms@hsbc.co.in

1234567890

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/09/2025

0.05

0.75