Barclays Securities (India) Private Limited

Multi Asset, Debt, Equity · 10 investment approaches

Total AUM

₹602 Cr

Years Active

17.5

AUM Change (3M)

+7.5%

AUM Change (1Y)

+58.1%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Balanced	Multi Asset	₹8 Cr	+3.82%	+15.21%	+0.00%	+8.87%	-
Barclays Discretionary Dynamic Fixed Income	Debt	₹143 Cr	+0.66%	+9.05%	+8.53%	+11.50%	0.72
Barclays Discretionary Treasury Advantage	Debt	₹31 Cr	+0.51%	+6.08%	+6.46%	+5.76%	-
Discretionary MAC Moderately Conservative	Multi Asset	₹34 Cr	-1.21%	+3.62%	-	+0.89%	-0.65
Barclays Discretionary Multi Asset Class Moderately Aggressive	Multi Asset	₹63 Cr	-3.23%	+3.32%	+11.11%	+9.31%	0.46
Aggressive	Multi Asset	₹137 Cr	-3.96%	+1.86%	+10.99%	+11.86%	0.48
Barclays Discretionary Short Duration	Debt	₹1 Cr	-0.04%	-0.47%	+2.32%	+2.52%	-
Barclays Wealth Creator	Equity	₹58 Cr	-3.87%	-4.33%	+4.57%	+10.56%	0.12
Barclays Wealth Dynamic Opportunities portfolio	Equity	₹126 Cr	-3.25%	-6.14%	+8.26%	+5.74%	0.34
Discretionary MAC Balanced POOL	Multi Asset	₹3 Cr	-2.22%	-	-	+0.64%	-

Barclays Discretionary Dynamic Fixed Income

Barclays Discretionary Treasury Advantage

Discretionary MAC Moderately Conservative

Barclays Discretionary Multi Asset Class Moderately Aggressive

Barclays Discretionary Short Duration

Barclays Wealth Creator

Barclays Wealth Dynamic Opportunities portfolio

Discretionary MAC Balanced POOL