Barclays Securities (India) Private Limited
Multi Asset, Debt, Equity · 10 investment approaches
Total AUM
₹456 Cr
Years Active
16.9
AUM Change (3M)
+2.6%
AUM Change (1Y)
-17.7%
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% | — |
Aggressive | Multi Asset | ₹97 Cr | +0.07% | +13.89% | — | +16.14% | 1.31 |
Barclays Discretionary Multi Asset Class Moderately Aggressive | Multi Asset | ₹51 Cr | -0.05% | +13.57% | — | +12.06% | 1.34 |
Barclays Discretionary Dynamic Fixed Income | Debt | ₹18 Cr | +0.50% | +8.72% | +7.80% | +11.67% | 0.58 |
Barclays Discretionary Treasury Advantage | Debt | ₹27 Cr | +0.42% | +6.07% | +6.50% | +5.66% | — |
Barclays Discretionary Short Duration | Debt | ₹1 Cr | -0.04% | -0.47% | +2.32% | +2.52% | — |
Barclays Wealth Dynamic Opportunities portfolio | Equity | ₹171 Cr | -3.17% | -1.33% | +13.62% | +6.07% | 0.65 |
Barclays Wealth Creator | Equity | ₹79 Cr | -4.95% | -2.44% | +9.33% | +10.97% | 0.26 |
Discretionary MAC Balanced POOL | Multi Asset | ₹1 Cr | +0.12% | — | — | +0.79% | — |
Discretionary MAC Moderately Conservative | Multi Asset | ₹4 Cr | -0.56% | — | — | +0.48% | — |