Fundalysisby DARKHORSESTOCKS

Fund manager · HSBC

Neelotpal Sahai

Director Indian Equities and Head Offshore Advisory at HSBC. Runs 3 schemes worth ₹4,979 Cr.

  • Fund house

    HSBCThey run their schemes at HSBC.

  • AUM they run

    ₹4,979 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    3 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.

  • Experience

    32 years32

Profile(HSBC's SAI, 24 Jun 2026)

About

Role
Director Indian Equities and Head Offshore Advisory
Studied
B.Tech (IIT BHU), PGDM (IIM Calcutta)
Age
57 years
Experience
32

Schemes now3

  1. HSBC Large Cap Fund₹1,755 Cr
  2. HSBC Focused Fund₹1,751 Cr
  3. HSBC Balanced Advantage Fund₹1,474 Cr

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20264,979−4.6%
Aug 20265,220+1.6%
Jul 20265,139+1.6%
Jun 20265,056+2.5%
May 20264,933−0.7%
Apr 20264,968+7.9%
Mar 20264,606−10.1%
Feb 20265,122+0.5%
Jan 20265,098−2.2%
Dec 20255,212−0.4%
Nov 20255,235+0.9%
Oct 20255,189+2.9%
AUM at month end, Sept 2026
₹4,979 Cr
−4.0% since Oct 2025
Fig. 1.The AUM of the schemes Neelotpal Sahai ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(May 2013 – now)

  1. Large Cap Fund
  2. Focused Fund
  3. Balanced Advantage Fund
HSBC2014201620182020202220242026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(May 2013 – now)

HSBC

3 now · since May 2013
  1. HSBC Large Cap Fund
    Fund managerMay 2013—13y 6m₹1,755 CrLarge CapTER 1.46%
  2. HSBC Balanced Advantage Fund
    Fund manager, equityNov 2022—4y₹1,474 CrBalanced AdvantageTER 1.16%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(3 schemes)

Growth · Direct plans

Return as manager
+12.57%
Beat peers
2 of 3
vs peers
+0.31 pt
Longest run
13.5 years
Beat benchmark
Upcoming
Each scheme Neelotpal Sahai ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
HSBC Large Cap Fund
May '13–now · 13.5y
+12.57%+13.45%−0.89 pt––
HSBC Focused Fund
Jul '20–now · 6.2y
+18.47%+17.26%+1.21 pt––
HSBC Balanced Advantage Fund
Nov '22–now · 3.9y
+9.84%+9.53%+0.31 pt––
Fig. 1.Each scheme Neelotpal Sahai ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(4 now)

  1. Mahesh ChhabriaBalanced Advantage Fund1 scheme
  2. Mohd. Asif RizwiBalanced Advantage Fund1 scheme
  3. Prakriti BankaBalanced Advantage Fund1 scheme
  4. Sonal GuptaFocused Fund1 scheme

Career(Jul 1991 – Aug 2017)

Senior Fund Manager – Equities from

  1. Position not stated
    Apr 2013—Aug 20174y 5m

Infosys Ltd. Senior Project Manager from

  1. Position not stated
    Jun 1999—Mar 20055y 10m

Vickers Ballas Securities Ltd. Analyst from

  1. Position not stated
    Sept 1998—Jun 199910m

SBC Warburg Analyst from

  1. Position not stated
    May 1997—May 19981y 1m

UTI Securities Ltd. Equity Analyst from

  1. Position not stated
    Jun 1995—May 19972y

HCL HP Ltd. Senior Management Trainee from

  1. Position not stated
    May 1994—Jun 19951y 2m

Infosys Ltd. Software Programmer from

  1. Position not stated
    Jul 1991—Jun 19921y

Source.HSBC's Statement of Additional Information, as of 24 Jun 2026.