Sheetalkumar Shah
Sheetalkumar Shah runs 2 strategies on our shelf at HSBC Aspire — graded on the same seven pillars as every other manager we track.
About Sheetalkumar Shah
Sheetalkumar Shah manages 2 strategies at HSBC Aspire and other houses, spanning 2 PMS. Across the strategies PMS Sahi Hai tracks, Sheetalkumar oversees ₹35 Cr with an average Nyra Score of 5.7.
The tracked book spans 2 PMS strategies, and its strongest three-year run is +12.1% CAGR on HSBC India Next Portfolio. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Sheetalkumar's record can be read side by side against any other manager on the platform.
Investment philosophy — a growth discipline
Across the 2 strategies PMS Sahi Hai tracks, Sheetalkumar's portfolios share a growth approach — here is the shape of it.
Growth at the core
Backs durable compounders with long runways, paying up for quality and visibility.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 5-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by Sheetalkumar Shah
How Sheetalkumar's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
HSBC Aspire Portfolio Equity: Mid & Small Cap · ₹18 Cr | +0.2% | — | — | +9.8% | — | 5.7 |
HSBC India Next Portfolio Thematic · ₹17 Cr | +2% | +12.1% | +12.2% | +13.4% | — | 5.7 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A solid manager worth a closer look.
Sheetalkumar's tracked strategies average 5.7 on the Nyra scale across ₹35 Cr, primarily at HSBC Aspire. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Sheetalkumar Shah — FAQ
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Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Sheetalkumar Shah or HSBC Aspire. This is not investment advice.