Strategy performance
HSBC India Next Portfolio
Hsbc Asset Management India Private Limited · AUM ₹434 Cr · as of Sep 2026
Our read
₹100 grew to ₹159.1 since inception (+14.2% CAGR), with a max drawdown of −16.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.1%
Since inception
+14.2%
Max drawdown
−16.9%
Volatility
+15.3%
Peer position
Loading peer ranks…
Performance
HSBC India Next Portfolio₹159.1Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.1% | +2.0% | −10.4% | +12.8% | +0.2% | +3.7% | +2.0% | +0.1% | −5.0% | −1.4% | |||
| 2025 | −6.5% | −7.7% | +5.8% | +2.2% | +5.5% | +3.5% | −2.0% | −0.4% | +0.5% | +3.8% | −0.8% | −0.6% | +2.4% |
| 2024 | +2.0% | +5.4% | +2.6% | +0.2% | −2.2% | +5.6% | +2.3% | +1.5% | +3.0% | −7.5% | +3.3% | +0.7% | +17.7% |
| 2023 | +5.0% | +5.7% | +4.9% | +3.4% | +1.0% | +0.7% | −1.1% | +5.0% | +5.4% | +34.0% |
Metrics
Tearsheet- 1M return
- −5.0%
- 3M return
- −3.0%
- 6M return
- +13.7%
- 1Y return
- +0.9%
- 2Y CAGR
- −1.5%
- 3Y CAGR
- +9.1%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +14.2%
- Total return
- +59.1%
- Average month
- +1.2%
- Median month
- +2.0%
- Average up month
- +3.3%
- Best month
- +12.8%
- Best rolling 12M
- +47.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
HSBC India Next Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has HSBC India Next Portfolio performed?
- HSBC India Next Portfolio (Hsbc Asset Management India Private Limited) shows CAGR 14.18% and max drawdown -16.92% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is HSBC India Next Portfolio CAGR / max drawdown?
- CAGR is 14.18%; max drawdown is -16.92%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do HSBC India Next Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite HSBC India Next Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more